ES
CFP
ES
CFP

Eric Sluss

36 Years of Experience
Canonsburg, PA
3 DisclosuresBroker

Eric Sluss is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Canonsburg, PA, with 36 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

380 Southpointe Blvd, Ste 100, Canonsburg, PA, 15317

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2003
Denied
Customer Dispute
August 2003
Denied
Customer Dispute
July 2002
Denied
Other Business Activities

Eric acts in a fiduciary capacity for the John and Alice Sluss Irrevocable Income Trust. He also provides investment advisory services through Private Advisor Group, LLC and its DBA, The Sluss Advisory Group, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
December 2017 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2003 - December 2017 · 14 yrs 4 mos
American Express Service CorporationBroker
July 1993 - December 1994 · 1 yr 5 mos
Ameriprise Financial Services, INC.Broker
March 1990 - December 2017 · 27 yrs 9 mos
Ids Life Insurance CompanyBroker
March 1990 - July 2006 · 16 yrs 4 mos
State Registrations9 states
MANJNYOHPATNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.