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Eric Paul Andreozzi

Deloitte Corporate Finance LLC

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About Eric Paul Andreozzi

Eric Andreozzi is a financial advisor registered with Deloitte Corporate Finance LLC. Eric has been in the industry since March 1, 1995, and holds a variety of licenses and registrations including Series 7, Series 63, Series 66 and Series 79TO. Before joining Deloitte Corporate Finance LLC, Eric worked for MCCOLL PARTNERS, LLC, UVEST INVESTMENT SERVICES, FIRST UNION SECURITIES, INC., FIRST UNION CAPITAL MARKETS CORP., and BANC OF AMERICA SECURITIES LLC. Eric has experience in various financial services areas, including investment banking.

Firm Information

Eric Andreozzi is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

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.

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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Eric Andreozzi’s Registration & Firm History

CA

06/11/2013 - Present

Deloitte Corporate Finance LLC (LOS ANGELES CA)

NC

06/27/2002 - 06/07/2013

MCCOLL PARTNERS, LLC (CHARLOTTE NC)

NC

01/02/2002 - 06/17/2002

UVEST INVESTMENT SERVICES (CHARLOTTE NC)

MO

10/01/1999 - 07/27/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

07/31/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

06/10/1998 - 06/14/1999

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

08/19/1994 - 06/14/1999

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

07/29/1994 - 06/14/1999

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/07/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Paul Andreozzi.
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