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Eric James Michelson

CROSSOVER CAPITAL PARTNERS, LLC·BOSTON, Massachusetts
Unclaimed Profile
ONE FEDERAL STREET, BOSTON, MA 02110CRD# 5216329Firm CRD# 242798
01

About

Eric James Michelson is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CROSSOVER CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CROSSOVER CAPITAL PARTNERS, LLC
CROSSOVER CAPITAL PARTNERS, LLC
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CROSSOVER CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5216329
Firm CRD# 242798
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric James Michelson offer?
Eric James Michelson specializes in Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Eric James Michelson's credentials?
Eric James Michelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric James Michelson located?
Eric James Michelson is based in BOSTON, Massachusetts, working with CROSSOVER CAPITAL PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Eric James Michelson charge for services?
Eric James Michelson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSOVER CAPITAL PARTNERS, LLC?
CROSSOVER CAPITAL PARTNERS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Research
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