EB
CFA
EB
CFA

Eric Bosshard

27 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
Not specified
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Location

1375 East 9th Street, Suite 2700, Cleveland, OH, 44114

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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.

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Other Business Activities

Eric is a consultant for Cleveland Electric Laboratories, dedicating minimal time to consulting on operations and evaluating the sale of the business. He is also a passive manager for Bletchley Park Capital, spending minimal time overseeing major decisions and receiving a share of earnings.

Employment History
Current Registrations
Cleveland Research Company LLC
June 2023 - Present · 2 yrs 8 mos
Cleveland Research Company LLCBroker
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Ftn Midwest Securities CORP.Broker
July 2002 - July 2006 · 4 yrs
First Tennessee Securities CORP.Broker
January 2001 - October 2002 · 1 yr 9 mos
Maxus Securities CORPBroker
February 1998 - January 2001 · 2 yrs 11 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.