Ect Advisory, LLC

Ect Advisory, LLC (CRD# 169117) is a financial advisory firm headquartered in Gulf Breeze, FL. They manage $5,822,260 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $363,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL

Financial Advisors at Ect Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric P. Stone
CRD#: 4923954
283 Plantation Hill Road, Gulf Breeze, FL 32561
96
Wealthminder
score

Eric Stone (CRD# 4923954) is an Investment Advisor Representative working at Ect Advisory, LLC in Gulf Breeze, FL and has over 8 years of experience in the finance industry. Eric Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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