EF
CFA
EF
CFA

Eric Friedman

12 Years of Experience
Bethesda, MD
Broker

Eric Friedman is a CFA-designated registered investment advisor, based in Bethesda, MD, with 12 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.

Location

6720-B Rockledge Drive, Suite 400, Bethesda, MD, 20817

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History

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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Employment History
Current Registrations
The Leaders Group, INC.Broker
August 2026 - Present · 2 mos
The Leaders Group, INC.
August 2026 - Present · 2 mos
The Baldwin Group Wealth Advisors, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Lasalle St Securities, L.L.C.Broker
April 2026 - August 2026 · 4 mos
The Capital Group Investment Advisory Services, LLC
January 2022 - October 2024 · 2 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2016 - March 2024 · 7 yrs 10 mos
Nylife Securities LLCBroker
May 2014 - March 2016 · 1 yr 10 mos
State Registrations1 state
MD
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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