Eric Pucciarelli
Eric Pucciarelli is a registered investment advisor at Kestra Advisory Services, LLC, based in Atlanta, GA, with 19 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, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
577 Ralph McGill Blvd NE, Atlanta, GA, 30312
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2015Customer Dispute
November 2008Other Business Activities
Eric is a member of EDP Consulting LLC, providing coaching to advisors, and owns Peachtree Capital Holdings and 35 Old Canton Street LLC, both real estate ventures. He is also an investment advisor representative with Kestra Advisory Services and a partner at Clarivise Private Wealth, dedicating nearly full-time hours to production management and sales of a financial dashboard service.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Investacorp Advisory Services INC
Investacorp, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations21 states
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.