Eric Fenlason is a CFA-designated registered investment advisor, based in Metairie, LA, with 13 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3445 N Causeway Blvd, Ste 905, Metairie, LA, 70002
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2026Other Business Activities
Eric operates Legacy Investment Strategies as a DBA for his LPL business and as a Registered Investment Advisor through Legacy Investment Strategies LLC. He dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Arkadios CapitalBroker
May 2026 - Present · 5 mos
Legacy Investment Strategies, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Arkadios Wealth Advisors
May 2026 - June 2026 · 1 mo
LPL Financial LLCBroker
May 2024 - May 2026 · 2 yrs
Crown Capital Securities, L.P.Broker
May 2023 - May 2024 · 1 yr
Fef Distributors, LLCBroker
February 2020 - May 2023 · 3 yrs 3 mos
John Hancock Investment Management, LLC
November 2018 - February 2020 · 1 yr 3 mos
Manulife Asset Management (US) LLC
January 2016 - November 2018 · 2 yrs 10 mos
John Hancock Investment Management Distributors LLCBroker
April 2014 - February 2020 · 5 yrs 10 mos
Morgan Stanley
August 2013 - April 2014 · 8 mos
Morgan StanleyBroker
July 2013 - April 2014 · 9 mos
State Registrations18 states
ALAZCACOCTFLGALAMDMNMSNVNYORTNUTVAWY
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.
More Advisors
- Beatrice Waesche, CFPGenoa Wealth, LLC
- Alex Brignac, CFPEdward Jones
- Derrick Williams, CFPCreative Planning
- Michael Nobile, CFPCrescent Sterling LTD.
- Neal Adler, PFSAmeritas Advisory Services, LLC
- Taylor Watson, CFP