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Eric Richard Theiss

Apella Wealth

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About Eric Richard Theiss

Eric Richard Theiss is a financial advisor with Apella Wealth. Eric has been in the financial services industry since 2009 and holds the Series 7 and Series 66 securities licenses. He is a Certified Financial Planner and provides a range of financial planning and investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Eric previously worked at AXA Advisors, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and Fidelity Brokerage Services LLC.

Firm Information

Eric Theiss is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Eric Theiss’s Registration & Firm History

CT

05/07/2020 - Present

Apella Wealth (WEST HARTFORD CT)

TN

05/31/2018 - 08/26/2019

AXA ADVISORS, LLC (KNOXVILLE TN)

TN

09/19/2017 - 04/20/2018

AXA ADVISORS, LLC (KNOXVILLE TN)

TN

01/15/2016 - 03/24/2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (KNOXVILLE TN)

TN

07/27/2012 - 12/07/2015

FIDELITY BROKERAGE SERVICES LLC (KNOXVILLE TN)

TN

01/06/2009 - 02/02/2012

EDWARD JONES (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 01/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Richard Theiss.
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