EQ
EQ

Eric Quinn

32 Years of Experience
Putnam, CT
BrokerSells Insurance

Eric Quinn is a registered investment advisor at Cetera Investment Advisers LLC, based in Putnam, CT, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

16 Pomfret St, Putnam, CT, 06260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric is the VP of Financial Services at Gerardi Insurance Services, focusing on fixed insurance products since 1998. He also works as an insurance agent selling life, health, disability, and long-term care insurance, and serves as Treasurer for the Woodstock Academy Foundation, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
June 2017 - June 2021 · 4 yrs
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
June 1998 - January 2004 · 5 yrs 7 mos
W. S. Griffith & CO., INC.Broker
March 1993 - May 1998 · 5 yrs 2 mos
Phoenix Equity Planning CorporationBroker
March 1993 - April 1993 · 1 mo
State Registrations8 states
CTFLGAMANCRISCVT
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.
Eric Quinn - Financial Advisor | TrueAdvisor