Unclaimed Profile

Eric Daniel Roiter

GEODE CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

Clean recordGEODE CAPITAL MANAGEMENT, LLC

100 SUMMER STREET, BOSTON, MA 02110CRD# 3037873Firm CRD# 115504

Profile Verification

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

Identity

Eric Daniel Roiter · BOSTON, MA

Registration

CRD #3037873 · GEODE CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Daniel Roiter is a registered financial advisor based in BOSTON, Massachusetts, affiliated with GEODE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GEODE CAPITAL MANAGEMENT, LLC

AUM

$1062.8B

Regulatory assets under management

Employees

161

Total firm employees

View all advisors at GEODE CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3037873

Firm CRD# 115504

View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Daniel Roiter offer?

Eric Daniel Roiter specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Eric Daniel Roiter's credentials?

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

Where is Eric Daniel Roiter located?

Eric Daniel Roiter is based in BOSTON, Massachusetts, working with GEODE CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Eric Daniel Roiter charge for services?

Eric Daniel Roiter'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 GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC has approximately 161 employees and manages $1062.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →