Unclaimed Profile

Eric Stephen Collier

3FOURTEEN & SMI ADVISORY SERVICES, LLC·COLUMBUS, Indiana

Clean record3FOURTEEN & SMI ADVISORY SERVICES, LLC

4400 RAY BOLL BLVD., COLUMBUS, IN 47203CRD# 5052172Firm CRD# 331301

Profile Verification

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

Identity

Eric Stephen Collier · COLUMBUS, IN

Registration

CRD #5052172 · 3FOURTEEN & SMI ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Stephen Collier is a registered financial advisor based in COLUMBUS, Indiana, affiliated with 3FOURTEEN & SMI ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

3FOURTEEN & SMI ADVISORY SERVICES, LLC

AUM

$471M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 3FOURTEEN & SMI ADVISORY SERVICES, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5052172

Firm CRD# 331301

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Stephen Collier offer?

Eric Stephen Collier specializes in Investment Management, Fee-Only Advisory. Contact their office in COLUMBUS, Indiana for a consultation.

What are Eric Stephen Collier's credentials?

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

Where is Eric Stephen Collier located?

Eric Stephen Collier is based in COLUMBUS, Indiana, working with 3FOURTEEN & SMI ADVISORY SERVICES, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Eric Stephen Collier charge for services?

Eric Stephen Collier'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 3FOURTEEN & SMI ADVISORY SERVICES, LLC?

3FOURTEEN & SMI ADVISORY SERVICES, LLC has approximately 7 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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