Eric Dong
Eric Dong is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Mayfield Heights, OH, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6189 Mayfield Rd, Mayfield Heights, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric works as a grocery shopper and delivery driver for Shipt, dedicating about 10-20% of his time. He also owns rental properties through both direct ownership and EAE Estates, LLC, spending minimal time on these activities.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Scottrade, INC.Broker
State Registrations11 states
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