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Eric Robert Fishman

KEY CLIENT FIDUCIARY ADVISORS, LLC·FAIRFIELD, New Jersey
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363 ROUTE 46 WEST, FAIRFIELD, NJ 07004CRD# 1352028Firm CRD# 298240
01

About

Eric Robert Fishman is a registered financial advisor based in FAIRFIELD, New Jersey, affiliated with KEY CLIENT FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KEY CLIENT FIDUCIARY ADVISORS, LLC
KEY CLIENT FIDUCIARY ADVISORS, LLC
AUM
$636M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at KEY CLIENT FIDUCIARY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1352028
Firm CRD# 298240
3 disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Other advisors in FAIRFIELD
Richard Lewis Zack — BLEAKLEY FINANCIAL GROUP, LLCGeorge J Yost — CHADLER INVESTMENT ADVISORY SOLUTIONS, LLCMichael Timothy Dwyer — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.Joseph Lawrence Sluck — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.Joseph John Duran — BLEAKLEY FINANCIAL GROUP, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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