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Eric Mathew Kaleta

LRI Investments

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About Eric Mathew Kaleta

Eric Kaleta is a financial advisor with over 20 years of experience. Eric currently works for LRI Investments, LLC, where he provides investment advice to both high-net-worth individuals and other individuals. Prior to joining LRI Investments, Eric worked for VP Distributors LLC and Prudential Investment Management Services LLC. He has passed the Series 7, Series 63, and Series 65 exams. Eric is also a registered investment advisor representative. Eric specializes in financial planning, pension consulting, and portfolio management.

Firm Information

Eric Kaleta is currently registered with LRI Investments. LRI Investments is a Palm Beach Gardens, FL-based financial advisor that provides advisory services for individuals and pension plans. The firm manages $1,132,278,720 in assets for 1,250 clients. LRI Investments offers portfolio management services for individuals, financial planning, pension consulting, and participates in wrap fee programs.
LRI Investments

3825 PGA BLVD

PALM BEACH GARDENS, FL 33410

$1.13B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Kaleta’s Registration & Firm History

CT

05/03/2024 - Present

LRI Investments (West Hartford CT)

CT

12/12/2011 - 05/02/2024

VP DISTRIBUTORS LLC (HARTFORD CT)

CT

10/03/2011 - 11/25/2011

LPL FINANCIAL LLC (ENFIELD CT)

CT

12/04/2006 - 06/16/2011

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

CT

06/03/2002 - 10/06/2006

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CT

03/31/2000 - 02/20/2002

CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)

NY

11/05/1999 - 02/29/2000

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 10/27/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Mathew Kaleta.
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