Eric Bergstrom
Eric Bergstrom is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stoneham, MA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
80 Montvale Avenue, Stoneham, MA, 02180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is the Chair of the Reading MA Republican Town Party, dedicating minimal time. He also serves as Vice President and Registered Representative for Stoneham Financial Services and StonehamBank, spending about half his time or more on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citizens Investment Services CORP.Broker
Quick & Reilly, INC.Broker
Cdc Ixis Asset Management Distributors, L.P.Broker
Eaton Vance Distributors, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations12 states
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