Eric Flaim, financial advisor Portsmouth NH
98 score

Eric Flaim

CRD Number: 4618103
Current Firm: Estate Planners Of New England, LLC
Compensation Model: Both

Eric Flaim (CRD# 4618103) is the Managing Director at Estate Planners of New England LLC, in Portsmouth, NH and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ May 2015 - Current 1
Estate Planners Of New England, LLC Portsmouth, NH May 2015 - Current 1
Ameriprise Financial Portsmouth, NH Apr 2009 - May 2015 6
Banc Of America Insurance Services, Inc. Portsmouth, NH Oct 2005 - Apr 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric J. Flaim
Phone Number: (603) 766-4951
Advisor Website:
Firm Website:
Registered State(s):
  • FL
  • MA
  • NH
  • ME
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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Data verified by both the advisor and the public regulatory data.

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