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Eric Frank Colandrea

EASTERLY INVESTMENT PARTNERS LLC·BEVERLY, Massachusetts
Clean recordEASTERLY INVESTMENT PARTNERS LLC
138 CONANT STREET, BEVERLY, MA 01915CRD# 6620067Firm CRD# 299607

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Frank Colandrea · BEVERLY, MA
Registration
CRD #6620067 · EASTERLY INVESTMENT PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Frank Colandrea is a registered financial advisor based in BEVERLY, Massachusetts, affiliated with EASTERLY INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EASTERLY INVESTMENT PARTNERS LLC
EASTERLY INVESTMENT PARTNERS LLC
AUM
$2.8B
Regulatory assets under management
Employees
19
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6620067
Firm CRD# 299607
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Frank Colandrea offer?
Eric Frank Colandrea specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Eric Frank Colandrea's credentials?
Eric Frank Colandrea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Frank Colandrea located?
Eric Frank Colandrea is based in BEVERLY, Massachusetts, working with EASTERLY INVESTMENT PARTNERS LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Eric Frank Colandrea charge for services?
Eric Frank Colandrea's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EASTERLY INVESTMENT PARTNERS LLC?
EASTERLY INVESTMENT PARTNERS LLC has approximately 19 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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