EB
EB
Eric Beiley is a registered investment advisor, based in Stamford, CT, with 30 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History (4)
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Customer Dispute
April 2008Settled
Customer Dispute
December 2005Closed-No Action
Customer Dispute
June 1999Denied
Customer Dispute
February 1999Denied
Other Business ActivitiesSells Insurance
Eric is an agent for non-variable insurance products through Steward Partners Global Advisory since 2017, dedicating minimal time. He also provides advisory services through Steward Partners Investment Advisory LLC, is a member of the Greenwich CT Representative Town Meeting, an associate/employee at The Beiley Group, and a board member on the investment committee for Greenwich Reform Synagogue.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2016 - December 2016 · 9 mos
Raymond James Financial Services, INC.Broker
March 2016 - May 2022 · 6 yrs 2 mos
Morgan Stanley
June 2014 - March 2016 · 1 yr 9 mos
Morgan StanleyBroker
June 2009 - March 2016 · 6 yrs 9 mos
Citigroup Global Markets INC.Broker
September 1995 - June 2009 · 13 yrs 9 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.