Eric Borsoni, financial advisor Millersville MD
93 score

Eric Borsoni

CRD Number: 4378834
Current Firm: New York Life Investment Management LLC

Eric Borsoni (CRD# 4378834) is an Investment Advisor Representative working at New York Life Investment Management LLC in Millersville, MD and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Millersville, MD Oct 2016 - Current 2
U.s. Marine Corps New Orleans, LA Sep 1992 - Current 26
Nuveen Securities, LLC Chicago, IL Jul 2014 - Oct 2016 2
J.p. Morgan Institutional Investments Inc. New York, NY Jan 2011 - Jul 2014 3
Jpmorgan Investment Management Inc. Ocean City, MD Jan 2011 - Jul 2014 3
Jpmorgan Distribution Services, Inc. New York, NY Sep 2010 - Jan 2011 < 1
Rydex Distributors, Inc. Rockville, MD Nov 2003 - Sep 2010 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Eric A. Borsoni
Phone Number: 212-576-7000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    93,723
    MILLIONS
  • Total Number of Accounts
    1,240
    ACCOUNTS
  • Average Account Value
    $75,582,981
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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