Unclaimed Profile

Eric Joseph Platt

GLOBAL PORTFOLIO STRATEGIES, INC.·HARTFORD, Connecticut

SIE, Series 6, Series 26, Series 63CFAClean record3 years registeredGLOBAL PORTFOLIO STRATEGIES, INC.

280 TRUMBULL STREET, HARTFORD, CT 06103CRD# 5737036Firm CRD# 105812

Profile Verification

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

Identity

Eric Joseph Platt · HARTFORD, CT

Registration

CRD #5737036 · GLOBAL PORTFOLIO STRATEGIES, INC. · 3 years registered

Brand Profile

Not yet started

Career History

EMPOWER CAPITAL MANAGEMENT, LLC

Mar 2023 – present

EMPOWER FINANCIAL SERVICES, INC.

Dec 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Registration record

First registered · December 22, 2022

Years registered · 3

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL PORTFOLIO STRATEGIES, INC.

CRD 105812 · SEC 801-16664

AUM

$1.7B

Regulatory assets under management

Employees

285 client accounts

Services offered by GLOBAL PORTFOLIO STRATEGIES, INC.

Per Form ADV

Selection of other advisers

Security ratings or pricing services

Other

View all advisors at GLOBAL PORTFOLIO STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Joseph Platt offer?

Eric Joseph Platt specializes in Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.

What are Eric Joseph Platt's credentials?

Eric Joseph Platt holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Joseph Platt located?

Eric Joseph Platt is based in HARTFORD, Connecticut, working with GLOBAL PORTFOLIO STRATEGIES, INC.. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.

How does Eric Joseph Platt charge for services?

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

How large is GLOBAL PORTFOLIO STRATEGIES, INC.?

GLOBAL PORTFOLIO STRATEGIES, INC. has approximately 32 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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