EG
CFA
EG
CFA

Eric Golden

1 Year of Experience
Winchester, MA

Eric Golden is a CFA-designated registered investment advisor at Canopy Capital Group, based in Winchester, MA, with 1 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 6 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$482.9M

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

28 Church St, Suite 4, Winchester, MA, 01890

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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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Other Business Activities

Eric is the CEO of Probably Nothing Capital, where he hosts a podcast on financial markets. He spends minimal time on this activity.

Employment History
Current Registrations
Canopy Capital Group
March 2024 - Present · 2 yrs 2 mos
State Registrations1 state
MA
Advisor

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.