Unclaimed Profile

Eric Robert Fishman

KEY CLIENT FIDUCIARY ADVISORS, LLC·FAIRFIELD, New Jersey

SIE, Series 7, Series 9, Series 10, Series 63Clean record23 years registeredKEY CLIENT FIDUCIARY ADVISORS, LLC

363 ROUTE 46 WEST, FAIRFIELD, NJ 07004CRD# 1352028Firm CRD# 298240

Profile Verification

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

Identity

Eric Robert Fishman · FAIRFIELD, NJ

Registration

CRD #1352028 · KEY CLIENT FIDUCIARY ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

KEY CLIENT FIDUCIARY ADVISORS, LLC

Oct 2018 – present

COASTAL INVESTMENT ADVISORS

Oct 2018 – Dec 2020

Fairfield, NJ

KEY CLIENT FINANCIAL ADVISORS, LLC

Oct 2004 – Feb 2006

FAIRFIELD, NJ

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jul 2004 – Oct 2018

FAIRFIELD, NJ

CITIGROUP GLOBAL MARKETS INC.

Oct 2002 – Aug 2004

LITTLE FALLS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · October 18, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEY CLIENT FIDUCIARY ADVISORS, LLC

CRD 298240 · SEC 801-114010

AUM

$636M

Regulatory assets under management

Employees

817 client accounts

Services offered by KEY CLIENT FIDUCIARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEY CLIENT FIDUCIARY ADVISORS, LLC →

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 →

Looking for a financial advisor in FAIRFIELD?

Browse all registered financial advisors in FAIRFIELD, New Jersey or claim this profile if it's yours.

Browse FAIRFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Robert Fishman offer?

Eric Robert Fishman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.

What are Eric Robert Fishman's credentials?

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

Where is Eric Robert Fishman located?

Eric Robert Fishman is based in FAIRFIELD, New Jersey, working with KEY CLIENT FIDUCIARY ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Eric Robert Fishman charge for services?

Eric Robert Fishman'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 KEY CLIENT FIDUCIARY ADVISORS, LLC?

KEY CLIENT FIDUCIARY ADVISORS, LLC has approximately 10 employees and manages $636M 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 →