Eric Steiman (CRD# 5596744) is an Investment Advisor Representative working at Clearbrook Capital Advisors LLC in Needham, MA and has over 10 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearbrook Capital Advisors LLC | Boston, MA | Jan 2014 - Current | 10 |
| Clearbrook Capital Management, LLC | Boston, MA | Jul 2013 - Current | 10 |
| Self Employed | Somerville, MA | Jun 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- MA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$138,000
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Other
MA
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