Eric Beiley (CRD# 2650274) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 28 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | New York, NY | May 2022 - Current | 1 |
| Steward Partners Global Advisory LLC | New York, NY | Jun 2017 - Current | 6 |
| Steward Partners Investment Advisory, LLC | New York, NY | Mar 2016 - Current | 8 |
| Raymond James Financial Services, Inc. | New York, NY | Mar 2016 - May 2022 | 6 |
| Raymond James Financial Services Advisors Inc. | New York, NY | Mar 2016 - May 2022 | 6 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Mar 2016 | 1 |
| Morgan Stanley Smith Barney | New York, NY | Jun 2009 - Mar 2016 | 6 |
| Citigroup Global Markets Inc. | New York, NY | Jul 1995 - Mar 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- NY
- TX
-
Total Assets Under Management15,388MILLIONS
-
Total Number of Accounts30,287ACCOUNTS
-
Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.