Eric Botwinik, financial advisor Orlando FL

Eric Botwinik

CRD Number: 2828004
Current Firm: Raymond James Financial Services Advisors, Inc.

Eric Botwinik (CRD# 2828004) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orlando, FL and has over 26 years of experience in the finance industry.

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Financial Harvest Wealth Advisors
Company Name Location Dates Years
Agility Wealth Management Boca Raton, FL Dec 2022 - Current 1
Raymond James Financial Services, Inc. Boca Raton, FL May 2019 - Current 4
Raymond James Financial Services Advisors, Inc. Boca Raton, FL May 2019 - Current 4
Coastal Financial Group Boca Raton, FL May 2019 - Current 4
Bcw Financial Consultants LLC Boca Raton, FL May 2019 - Current 4
Eric Botwinik Boca Raton, FL Jan 1996 - Current 28
Summit Brokerage Services Ft Lauderdale, FL Jul 2009 - May 2019 9
Summit Financial Group Ft Lauderdale, FL Jul 2009 - May 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Eric B. Botwinik
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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