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Eric Pritt

United Brokerage Services INC
17 Years of Experience
Charleston, WV
Broker
View SEC Summary
View SEC Summary

Eric Pritt is a registered investment advisor at United Brokerage Services INC, based in Charleston, WV, with 17 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,390 clients with $370M in assets under management.

United Brokerage Services INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
56 advisors
Number of Clients
1,390 clients
Average Client Portfolio
$268K average
Assets Under Management
$372.3M

Fee Structure

Investment management only (planning not offered)

United Brokerage Services charges advisory fees that are typically calculated as a percentage of the value of your portfolio. Fees are billed quarterly in advance and are based on the quarter-end market value of your investments. Fees are negotiable depending on the services provided, portfolio complexity, and account size. The standard fee schedules follow the terms outlined in the Wells Fargo wrap fee brochure.

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Location

4901 Maccorkle Avenue, Charleston, WV, 25306

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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.

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Employment History
Current Registrations
United Brokerage Services INC
January 2016 - Present · 10 yrs 9 mos
United Brokerage Services, INCBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
July 2014 - December 2015 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
July 2014 - December 2015 · 1 yr 5 mos
J.P. Morgan Securities LLC
October 2012 - December 2013 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.
June 2011 - October 2012 · 1 yr 4 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
United Brokerage Services INC
August 2009 - May 2011 · 1 yr 9 mos
United Brokerage Services, INCBroker
July 2008 - May 2011 · 2 yrs 10 mos
State Registrations15 states
AZFLGAILINKYNCNVNYOHPASCTNVAWV
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.
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