EM
CFP
EM
CFP

Eric Majewski

25 Years of Experience
Cranston, RI
2 DisclosuresBrokerSells Insurance

Eric Majewski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cranston, RI, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

75 Sockanosset Cross Rd #202, Cranston, RI, 02920

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History

Regulatory History (2)
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.
Employment Separation After Allegations
September 2017
Customer Dispute
May 2012
Denied
Other Business ActivitiesSells Insurance

Eric operates Majewski Wealth Management as a DBA for his LPL business. He also sells term life and fixed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Lincoln Financial Securities Corporation
October 2019 - May 2024 · 4 yrs 7 mos
Lincoln Financial Securities CorporationBroker
October 2019 - May 2024 · 4 yrs 7 mos
Spire Wealth Management, LLC
October 2017 - October 2019 · 2 yrs
Spire Securities, LLCBroker
October 2017 - October 2019 · 2 yrs
Spire Wealth Management, LLC
October 2017 - October 2017 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2017 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2017 · 8 yrs
Banc of America Investment Services, INC.
February 2006 - October 2009 · 3 yrs 8 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.Broker
March 2001 - October 2004 · 3 yrs 7 mos
Nori, Hennion, Walsh, INC.Broker
August 1999 - April 2000 · 8 mos
State Registrations18 states
AZCACTDEFLILMAMDMEMINCNHNYPAPRRISCVT
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.