AdvisorOS Directory
Claim Profile
Unclaimed Profile
EH

Eric John Helenek

HIGH TRAIL CAPITAL LP·HOBOKEN, New Jersey
SIE, Series 7, Series 24, Series 63Clean recordHIGH TRAIL CAPITAL LP
221 RIVER STREET, 9TH FLOOR, HOBOKEN, NJ 07030CRD# 3107603Firm CRD# 305245

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric John Helenek · HOBOKEN, NJ
Registration
CRD #3107603 · HIGH TRAIL CAPITAL LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HIGH TRAIL CAPITAL LP
CRD 305245 · SEC 801-119131
AUM
$497M
Regulatory assets under management
Employees
3
6 client accounts
Services offered by HIGH TRAIL CAPITAL LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at HIGH TRAIL CAPITAL LP →
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 HOBOKEN?

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

Browse HOBOKEN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Eric John Helenek offer?
Eric John Helenek specializes in Retirement Planning. Contact their office in HOBOKEN, New Jersey for a consultation.
What are Eric John Helenek's credentials?
Eric John Helenek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric John Helenek located?
Eric John Helenek is based in HOBOKEN, New Jersey, working with HIGH TRAIL CAPITAL LP. Their office serves clients in the HOBOKEN metropolitan area and surrounding communities.
How does Eric John Helenek charge for services?
Eric John Helenek's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGH TRAIL CAPITAL LP?
HIGH TRAIL CAPITAL LP has approximately 3 employees and manages $497M 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 →

More Advisors in HOBOKEN, New Jersey

Richard Paul Silva
METAURUS ADVISORS LLC·HOBOKEN, NJ
Steven Fishman
MINT ASSET MANAGEMENT LLC·HOBOKEN, NJ
Donald Michael Callahan
METAURUS ADVISORS LLC·HOBOKEN, NJ
Jamie Alexander Greenwald
METAURUS ADVISORS LLC·HOBOKEN, NJ
Jordan Ian Szekely
CHERRYDALE WEALTH MANAGEMENT, LLC·HOBOKEN, NJ
Richard Parsons Sandulli
METAURUS ADVISORS LLC·HOBOKEN, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile