EC
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Eric Conti

5 Years of Experience
Saint Marys, GA
BrokerSells Insurance

Eric Conti is a registered investment advisor at Cetera Investment Advisers LLC, based in Saint Marys, GA, with 5 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Saint Marys, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric operates under the DBA Arrow Wealth Management for financial and insurance services, dedicating nearly full-time hours to this endeavor. He also hosts a sponsored radio show called The Mindful Money Show, spending minimal time on it, and works as an insurance agent selling life, health, fixed annuities, and long-term care, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
January 2022 - March 2024 · 2 yrs 2 mos
State Registrations5 states
CTFLGAMARI
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.
Eric Conti - Financial Advisor | TrueAdvisor