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Eric D Spencer

UNIVERSA INVESTMENTS L.P.·MIAMI, Florida
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2601 S. BAYSHORE DRIVE, MIAMI, FL 33133CRD# 4717169Firm CRD# 146052
01

About

Eric D Spencer is a registered financial advisor based in MIAMI, Florida, affiliated with UNIVERSA INVESTMENTS L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
UNIVERSA INVESTMENTS L.P.
UNIVERSA INVESTMENTS L.P.
AUM
$16.2B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at UNIVERSA INVESTMENTS L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED PROFIT ALLOCATIONS
Regulatory
SEC/IARD CRD# 4717169
Firm CRD# 146052
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric D Spencer offer?
Eric D Spencer specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Eric D Spencer's credentials?
Eric D Spencer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric D Spencer located?
Eric D Spencer is based in MIAMI, Florida, working with UNIVERSA INVESTMENTS L.P.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Eric D Spencer charge for services?
Eric D Spencer's firm is compensated through percentage of aum, performance-based fees, other: performance-based profit allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIVERSA INVESTMENTS L.P.?
UNIVERSA INVESTMENTS L.P. has approximately 20 employees and manages $16.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNIVERSA INVESTMENTS L.P.

Brandon Scott Yarckin
MIAMI, FL
Mark William Spitznagel
MIAMI, FL
Nirendran Sanjay Kathirithamby
MIAMI, FL

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