TrueAdvisor
TrueAdvisor
EW
EW

Eric Wood

Huntleigh Advisors, INC.
25 Years of Experience
St. Louis, MO
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Wood is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 25 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.

Huntleigh Advisors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$425K average
Assets Under Management
$781.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

Get directions

History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2025
Pending
Regulatory
August 2022
Final
Regulatory
September 2020
Final
Regulatory
November 2005
Final
Regulatory
January 2002
Final
Criminal
March 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric sells life insurance and fixed annuities through K.W. Chambers & Co., dedicating minimal time to this activity. He is also a part owner of real estate in Isle of Capri, FL, spending minimal time on it annually. Eric conducts business under the DBA Wood Financial Partners.

Employment History
Current Registrations
Huntleigh Advisors, INC.
September 2009 - Present · 17 yrs 1 mo
Huntleigh Securities CorporationBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Datatex Investment Services INC
March 2010 - March 2023 · 13 yrs
K. W. Chambers & CO.Broker
March 2010 - December 2021 · 11 yrs 9 mos
AXA Advisors, LLC
August 2002 - October 2009 · 7 yrs 2 mos
AXA Advisors, LLCBroker
April 2002 - October 2009 · 7 yrs 6 mos
Manulife Financial Securities LLCBroker
January 2002 - April 2002 · 3 mos
Manulife Wood Logan, INC.Broker
February 2001 - January 2002 · 11 mos
State Registrations33 states
ALARAZCACODCFLGAIAILINKSLAMAMDMIMOMSNCNENJNMNVNYOKORPASCTNTXWAWIWV
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.
More Advisors
More financial advisors in St. Louis, MO →All financial advisors in Missouri →