East Bay Investment Solutions

East Bay Investment Solutions (CRD# 166207) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/eastbayfinancialservices/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at East Bay Investment Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Mario Nardone, financial advisor Charleston SC
Mario A. Nardone
CRD#: 3223250
Charleston, SC

Mario Nardone (CRD# 3223250) is an Investment Advisor Representative working at East Bay Investment Solutions in Charleston, SC and has over 24 years of experience in the finance industry.

2
Eric Stein, financial advisor Charlotte NC
Eric M. Stein
CRD#: 2835495
Charlotte, NC

Eric Stein (CRD# 2835495) is an Investment Advisor Representative working at East Bay Investment Solutions in Charlotte, NC and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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