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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 Montgomery Price is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Pathstone as an Investment Advisor Representative (IAR) in Texas. Previously, Eric was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co., Incorporated. Eric holds Series 3, 7 and 66 licenses and specializes in providing financial planning, portfolio management and family office services to individuals, families, businesses, institutions, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
10/07/2020 - Present
Pathstone (ENGLEWOOD NJ)
NY
06/05/2001 - 07/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/07/1999 - 06/08/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 11/04/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
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