Eduardo Abreu, financial advisor Weston CT

Eduardo Abreu

CRD Number: 5029345
Current Firm: P3 Capital

Eduardo Abreu (CRD# 5029345) is an Investment Advisor Representative working at P3 Capital in Weston, CT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Transfer To Investments Norwalk, CT Feb 2022 - Current 2
P3 Capital Norwalk, CT Jul 2021 - Current 2
Whale Dao Norwalk, CT Jun 2021 - Current 2
Cerulean Blue Dba Amberfi Norwalk, CT Jun 2021 - Current 2
Index Coop Norwalk, CT Apr 2021 - Current 3
Transfer To Investments / Dtone / Thunes / Lendtech Norwalk, CT Jul 2021 - Feb 2022 < 1
P3 Capital Norwalk, CT Oct 2020 - Jul 2021 < 1
Self-employed Norwalk, CT May 2020 - Sep 2020 < 1
Lazard Asset Management Securities LLC New York, NY Jan 2008 - Apr 2020 12
Lazard Asset Management New York, NY Jan 2008 - Apr 2020 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Eduardo R. Abreu
Phone Number: 202-505-1049
Firm Website: https://p3.capital/
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $182,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT

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