Unclaimed Profile

Eric Michael Flett

CONCENTRIC WEALTH MANAGEMENT LLC·LAFAYETTE, California

Series 2Clean record24 years registeredCONCENTRIC WEALTH MANAGEMENT LLC

251 LAFAYETTE CIRCLE, LAFAYETTE, CA 94549CRD# 2635352Firm CRD# 144773

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Michael Flett · LAFAYETTE, CA

Registration

CRD #2635352 · CONCENTRIC WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Jan 2025 – present

CONCENTRIC WEALTH MANAGEMENT LLC

Jun 2008 – Jan 2025

LAFAYETTE, CA

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Apr 2006 – Aug 2008

SAN FRANCISCO, CA

BAY ISLE FINANCIAL LLC

Mar 2002 – Mar 2005

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · March 8, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCENTRIC WEALTH MANAGEMENT LLC

CRD 144773 · SEC 801-68940

AUM

$601M

Regulatory assets under management

Employees

935 client accounts

Services offered by CONCENTRIC WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCENTRIC WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Eric Michael Flett offer?

Eric Michael Flett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.

What are Eric Michael Flett's credentials?

Eric Michael Flett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Michael Flett located?

Eric Michael Flett is based in LAFAYETTE, California, working with CONCENTRIC WEALTH MANAGEMENT LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Eric Michael Flett charge for services?

Eric Michael Flett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCENTRIC WEALTH MANAGEMENT LLC?

CONCENTRIC WEALTH MANAGEMENT LLC has approximately 6 employees and manages $601M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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