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Erica Morgan Bly

OLD PORT ADVISORS, INC·PORTLAND, Maine
Unclaimed Profile
130 MIDDLE STREET, PORTLAND, ME 04101-7104CRD# 5198589Firm CRD# 108228
01

About

Erica Morgan Bly is a registered financial advisor based in PORTLAND, Maine, affiliated with OLD PORT ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OLD PORT ADVISORS, INC
OLD PORT ADVISORS
AUM
$698M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at OLD PORT ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5198589
Firm CRD# 108228
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erica Morgan Bly offer?
Erica Morgan Bly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are Erica Morgan Bly's credentials?
Erica Morgan Bly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Morgan Bly located?
Erica Morgan Bly is based in PORTLAND, Maine, working with OLD PORT ADVISORS, INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Erica Morgan Bly charge for services?
Erica Morgan Bly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD PORT ADVISORS, INC?
OLD PORT ADVISORS, INC has approximately 12 employees and manages $698M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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