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Eric R Souza

CASTLE ROCK ADVISORS LLC·BOSTON, Massachusetts
Unclaimed Profile
200 CLARENDON STREET 35TH FL, BOSTON, MA 02116-5040CRD# 7089097Firm CRD# 331429
01

About

Eric R Souza is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CASTLE ROCK ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CASTLE ROCK ADVISORS LLC
CASTLE ROCK ADVISORS LLC
AUM
$830M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at CASTLE ROCK ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: COST REIMBURSEMENT
Regulatory
SEC/IARD CRD# 7089097
Firm CRD# 331429
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric R Souza offer?
Eric R Souza specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Eric R Souza's credentials?
Eric R Souza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric R Souza located?
Eric R Souza is based in BOSTON, Massachusetts, working with CASTLE ROCK ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Eric R Souza charge for services?
Eric R Souza's firm is compensated through percentage of aum, other: cost reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE ROCK ADVISORS LLC?
CASTLE ROCK ADVISORS LLC has approximately 28 employees and manages $830M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CASTLE ROCK ADVISORS LLC

Daniel Paul Carbonneau
BOSTON, MA
Reuben Benjamin Ackerman
BOSTON, MA
Kenneth Scott Bring
BOSTON, MA
Michael Buckner Sweeny
BOSTON, MA
Robert Joshua Small
BOSTON, MA
Ross Marshall Jones
BOSTON, MA

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Research
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