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Eric R. Powers

TOP Private Wealth

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About Eric R. Powers

Eric R. Powers is a financial advisor with TOP Private Wealth. Eric has been in the financial services industry since 2008. He is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Eric previously worked with LPL Financial LLC and Private Advisor Group LLC. Eric is a licensed investment advisor representative in Connecticut and Maine. Eric specializes in financial planning and portfolio management for individuals and high-net-worth individuals. Eric is also the owner of SkyBlue Wealth Advisors.

Firm Information

Eric Powers is currently registered with TOP Private Wealth. TOP Private Wealth is a Registered Investment Advisor with $91,367,854 in regulatory assets under management. The firm has 2 investment advisor representatives and provides financial planning and portfolio management services for individuals and high net worth individuals. The firm has 500 total accounts with 111 individuals (other than high net worth) and 37 high net worth individuals.

$91.37M

Assets Under Management

Not reported

Total Clients

2

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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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 Powers’s Registration & Firm History

CT

08/28/2024 - Present

TOP Private Wealth (GLASTONBURY CT)

CT

03/30/2012 - 10/05/2022

LPL FINANCIAL LLC (GLASTONBURY CT)

CT

10/20/2008 - 04/16/2012

METLIFE SECURITIES INC. (WETHERSFIELD CT)

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Licenses & Designations

IA

Issued 03/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/17/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric R. Powers.
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