Eric Edwards
Eric Edwards is a registered investment advisor at Cetera Investment Advisers LLC, based in East Hampton, CT, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 Summit St, Suite 6, East Hampton, CT, 06424
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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 ActivitiesSells Insurance
Eric performs bookkeeping services for a single client as an independent contractor since 2005, dedicating a few hours per week. He also prepares tax returns for a few clients as the owner of his own business since 2012, spending minimal time on this. Eric is also an agent with Avantax Insurance Agency, LLC since 2018 and may sell various annuity and variable insurance products, spending minimal time on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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