Eric Moreira
Eric Moreira is a registered investment advisor at Ameriprise Financial Services, LLC, based in Old Saybrook, CT, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
191 Main St, Old Saybrook, CT, 06475
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2012Other Business Activities
Eric owns two businesses: one at 165 Cow Hill Rd. and EJM Consulting, LLC. He dedicates about a third of his time to these investment-related activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Citizens Securities, INC.Broker
Citizens Investment Services
Essex Financial Services, INC.
Essex Financial Services, INC.Broker
Santander Securities LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations20 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.