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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric David Roberts is a Registered Investment Advisor (IA) with over 20 years of experience in the financial services industry. Eric has worked with several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Salomon Smith Barney Inc, and Key Star Securities, Incorporated. Eric currently works with Newport Group Consulting, LLC and Nyhart Consulting, LLC. Eric specializes in retirement plans, foundations, and endowments. Eric is also a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
IN
10/14/2024 - Present
Newport Group Consulting, LLC (INDIANAPOLIS IN)
IN
09/06/2002 - 11/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
NY
09/28/2000 - 09/16/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IN
01/20/1999 - 09/14/2000
KEY STAR SECURITIES, INCORPORATED (INDIANAPOLIS IN)
IA
Issued 01/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/16/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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