EF
EF

Eric Fracasso

32 Years of Experience
Huntington, NY
Broker

Eric Fracasso is a registered investment advisor at Invesco Advisers, INC., based in Huntington, NY, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.

Loading...

Location

Huntington, NY

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Invesco Advisers, INC.
October 2017 - Present · 8 yrs 7 mos
Invesco Distributors, INC.
February 2014 - Present · 12 yrs 3 mos
Invesco Distributors, INC.Broker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Guardian Investor Services LLCBroker
April 2013 - November 2013 · 7 mos
Fidelity Investments Institutional Services Company, INC.Broker
April 1995 - April 2013 · 18 yrs
Lehman Brothers INC.Broker
August 1993 - April 1995 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.