EB
EB

Eric Britt

18 Years of Experience
Rochester, NY
Broker

Eric Britt is a registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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.

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Location

277 Alexander St, Ste 205, Rochester, NY, 14607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric owns 100% of Ives Park Investments, LLC and rental property with his spouse, dedicating about a quarter of his time to Ives Park Investments and minimal time to the rental property. He is also a trustee for Ives Park Investments 401k and coaches basketball at Aquinas Institute, dedicating about a quarter of his time to coaching.

Employment History
Current Registrations
Wells Fargo Advisors
July 2019 - Present · 6 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2007 - July 2019 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - July 2019 · 12 yrs 2 mos
State Registrations18 states
CACTFLGAILMAMDMINCNYORPASCTNTXVAVTWI
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.