Eric Brotman
Eric Brotman is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Timonium, MD, with 30 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
16 Greenmeadow Drive, Suite 201, Timonium, MD, 21093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is involved in several business activities, including authoring/publishing books, serving as Chairman for Leadership Maryland, and holding board positions at Stevenson University. He also works full-time as President & Managing Principal at Brotman Financial Group, Inc., and as an Investment Advisor Representative with Kestra Advisory Services, LLC, and dedicates minimal time to Advisor Podcast Partners.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Berkshire Equity Sales, INC.Broker
State Registrations33 states
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
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