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Eric Paul Zeitlin

Provenance Wealth Advisors

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About Eric Paul Zeitlin

Eric Paul Zeitlin is a financial advisor who has been in the industry since May 1993. Eric Paul Zeitlin is registered with Provenance Wealth Advisors, based in Fort Lauderdale, Florida. He is registered with the state of Florida, Georgia, New York, North Carolina, and Colorado. Eric Paul Zeitlin also has previous experience with Raymond James Financial Services, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc.

Firm Information

Eric Zeitlin is currently registered with Provenance Wealth Advisors. Provenance Wealth Advisors is a registered investment advisor headquartered in FORT LAUDERDALE, FL. The firm provides portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other entities. The firm manages over $2.6 billion in assets and employs 22 licensed agents and 23 investment advisor representatives.
Provenance Wealth Advisors

200 EAST LAS OLAS BOULEVARD

FORT LAUDERDALE, FL 33301

$2.62B

Assets Under Management

84

Total Clients

18

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.

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portfolio consulting services

Portfolio consulting services

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 Zeitlin’s Registration & Firm History

FL

12/23/2024 - Present

Provenance Wealth Advisors (FORT LAUDERDALE FL)

FL

08/30/2013 - 08/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)

FL

08/01/2003 - 09/03/2013

WALNUT STREET SECURITIES, INC. (FORT LAUDERDALE FL)

NY

03/09/2000 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

IN

06/01/1998 - 03/07/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

05/24/1993 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 05/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Paul Zeitlin. Review regulatory record here.
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