Eric Mangold is a registered investment advisor, based in Westfield, NJ, with 14 years of industry experience.
Location
Westfield, NJ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric works as a financial advisor at Summit Financial LLC and sells fixed insurance products, dedicating about three-quarters of his time to these activities. He also volunteers for the Leukemia and Lymphoma Society and offers insurance as a broker or agent through numerous insurance companies.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Gitterman Wealth Management, LLC
Triad Advisors, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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