Unclaimed Profile

Eric Lawrence Biegeleisen

3EDGE ASSET MANAGEMENT, LP·NAPLES, Florida

SIE, Series 3, Series 7, Series 7TO, Series 63, Series 65CFAClean record17 years registered3EDGE ASSET MANAGEMENT, LP

999 VANDERBILT BEACH ROAD, NAPLES, FL 34108CRD# 5561113Firm CRD# 282059

Profile Verification

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

Identity

Eric Lawrence Biegeleisen · NAPLES, FL

Registration

CRD #5561113 · 3EDGE ASSET MANAGEMENT, LP · 17 years registered

Brand Profile

Not yet started

Career History

VIGILANT DISTRIBUTORS, LLC

Oct 2024 – present

3EDGE ASSET MANAGEMENT, LP

May 2017 – present

BEAUMONT FINANCIAL PARTNERS LLC

Jan 2017 – Apr 2017

NEEDHAM, MA

BROADMEADOW CAPITAL, LLC

Feb 2015 – Jun 2016

BOSTON, MA

GOOD HARBOR FINANCIAL

Dec 2014 – Jan 2015

BOSTON, MA

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Nov 2010 – Jan 2013

BOSTON, MA

WINDWARD INVESTMENT MANAGEMENT INC

Oct 2008 – Nov 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · October 8, 2008

Years registered · 17

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

3EDGE ASSET MANAGEMENT, LP

CRD 282059 · SEC 801-106982

AUM

$1.3B

Regulatory assets under management

Employees

2,216 client accounts

Services offered by 3EDGE ASSET MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 3EDGE ASSET MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Eric Lawrence Biegeleisen offer?

Eric Lawrence Biegeleisen specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.

What are Eric Lawrence Biegeleisen's credentials?

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

Where is Eric Lawrence Biegeleisen located?

Eric Lawrence Biegeleisen is based in NAPLES, Florida, working with 3EDGE ASSET MANAGEMENT, LP. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Eric Lawrence Biegeleisen charge for services?

Eric Lawrence Biegeleisen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 3EDGE ASSET MANAGEMENT, LP?

3EDGE ASSET MANAGEMENT, LP has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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