Eric Platt is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1450 Brickell Avenue, Suite 1710, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLC
Jefferies LLCBroker
Previous Registrations
Foreside Financial Services, LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Morgan StanleyBroker
State Registrations53 states
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