Eric Kaleal is a registered investment advisor, based in Mentor, OH, with 14 years of industry experience.
Location
8450 Mentor Ave, Suite 100, Mentor, OH, 44060
Get directionsHistory
Regulatory History
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 is a notary, spending minimal time on this activity. He also operates under the DBAs Lighthouse Advisers and Lighthouse Advisers, LLC for his LPL business, dedicating full-time hours to the latter. Additionally, Eric owns Nunzio and Company, LLC and Kaleal Holdings Inc. for tax/investment purposes, spending a few hours per week on Nunzio and Company, LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
LPL Financial LLC
Lighthouse Advisers, LLC
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations26 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.