EH
EH

Eric Hopkins

17 Years of Experience
Wellesley Hills, MA
Broker

Eric Hopkins is a registered investment advisor at Slc Management, based in Wellesley Hills, MA, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 267 clients with $69B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$69.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

96 Worcester Street, Wellesley Hills, MA, 02481-5699

Get directions

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.

Learn about disclosures →
Other Business Activities

Eric sells items on eBay, starting in September 2020. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Slc Management
January 2025 - Present · 1 yr 4 mos
Sun Life Institutional Distributors (U.S.) LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Equity Services, INC.Broker
September 2020 - April 2024 · 3 yrs 7 mos
Esi Financial Advisors
September 2020 - April 2024 · 3 yrs 7 mos
Santander Securities
January 2017 - September 2020 · 3 yrs 8 mos
Santander Securities LLCBroker
November 2016 - September 2020 · 3 yrs 10 mos
Ngam Advisors, L.P.
June 2016 - November 2016 · 5 mos
Ngam Distribution, L.P.Broker
June 2016 - November 2016 · 5 mos
Santander Securities
September 2013 - June 2016 · 2 yrs 9 mos
Santander Securities LLCBroker
September 2013 - June 2016 · 2 yrs 9 mos
LPL Financial LLC
June 2012 - August 2013 · 1 yr 2 mos
LPL Financial LLCBroker
June 2011 - August 2013 · 2 yrs 2 mos
Metlife Investors Distribution CompanyBroker
June 2008 - May 2011 · 2 yrs 11 mos
New England SecuritiesBroker
June 2008 - May 2011 · 2 yrs 11 mos
Tower Square Securities, INC.Broker
June 2008 - May 2011 · 2 yrs 11 mos
Walnut Street Securities, INC.Broker
June 2008 - May 2011 · 2 yrs 11 mos
Metlife Securities INC.Broker
February 2008 - May 2011 · 3 yrs 3 mos
State Registrations2 states
MANE
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.