Eric Biegeleisen is a CFA-designated registered investment advisor, based in Boston, MA, with 14 years of industry experience.
Location
225 Franklin Street, 26th Floor, Boston, MA, 02110
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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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Eric is registered with 3Edge Asset Management, LP, a SEC registered Investment Advisor, and Vigilant Distributors, LLC, an unaffiliated Broker Dealer. This activity is investment-related.
Employment History
Current Registrations
Vigilant Distributors, LLC
October 2024 - Present · 1 yr 7 mos
Vigilant Distributors, LLCBroker
October 2024 - Present · 1 yr 7 mos
3edge Asset Management, LP
May 2017 - Present · 9 yrs
Previous Registrations
Foreside Fund Services, LLCBroker
October 2017 - May 2020 · 2 yrs 7 mos
Beaumont Financial Partners LLC
January 2017 - April 2017 · 3 mos
Broadmeadow Capital, LLC
February 2015 - June 2016 · 1 yr 4 mos
Foreside Fund Services, LLCBroker
January 2015 - June 2016 · 1 yr 5 mos
Good Harbor Financial
December 2014 - January 2015 · 1 mo
Windhaven Investment Management, INC.
November 2010 - January 2013 · 2 yrs 2 mos
Windward Investment Management INC
October 2008 - November 2010 · 2 yrs 1 mo
State Registrations1 state
MA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.