Unclaimed Profile

Eric David Roberts

NYHART CONSULTING, LLC·INDIANAPOLIS, Indiana

Series 7, Series 24, Series 27, Series 63, Series 65Clean record25 years registeredNYHART CONSULTING, LLC

8415 ALLISON POINTE BLVD., INDIANAPOLIS, IN 46250CRD# 3174441Firm CRD# 145590

Profile Verification

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

Identity

Eric David Roberts · INDIANAPOLIS, IN

Registration

CRD #3174441 · NYHART CONSULTING, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NYHART CONSULTING, LLC

NEWPORT GROUP CONSULTING, LLC

Oct 2024 – Nov 2025

INDIANAPOLIS, IN

NYHART CONSULTING, LLC

Jan 2008 – Nov 2025

INDIANAPOLIS, IN

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2002 – Nov 2006

INDIANAPOLIS, IN

SALOMON SMITH BARNEY INC.

Oct 2000 – Sep 2002

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · October 20, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NYHART CONSULTING, LLC

CRD 145590 · SEC 801-68614

AUM

$11M

Regulatory assets under management

Employees

4 client accounts

Services offered by NYHART CONSULTING, LLC

Per Form ADV

Publication of periodicals/newsletters

Other

View all advisors at NYHART CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Eric David Roberts offer?

Eric David Roberts is a registered financial advisor in INDIANAPOLIS, Indiana.

What are Eric David Roberts's credentials?

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

Where is Eric David Roberts located?

Eric David Roberts is based in INDIANAPOLIS, Indiana, last registered with NYHART CONSULTING, LLC.

How does Eric David Roberts charge for services?

Eric David Roberts's firm is compensated through percentage of aum, hourly charges, other: flat fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NYHART CONSULTING, LLC?

NYHART CONSULTING, LLC has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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