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EL

Eric W. Lerner

NATIONWIDE PLANNING ASSOCIATES
Merrick, NY 11566
Some features on this profile are disabled
CRD#: 1914242
EL

Professional summary

Eric William Lerner, who also goes by Eric W Lerner, is a registered financial professional currently at NATIONWIDE PLANNING ASSOCIATES INC. located in Merrick, New York.

Eric is registered as a RR (Registered Representative) and started their career in finance in 1989. Eric has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eric W Lerner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eric William Lerner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 1, 2016 - Present

NATIONWIDE PLANNING ASSOCIATES INC.

Office #1: 12 Narwood Court, Merrick, NY 11566
BD
CRD#: 31029
Merrick, NY
Past

June 2, 2011 - November 2, 2016

OSAIC WEALTH, INC.

BD
CRD#: 23131
MERRICK, NY
Past

November 5, 2004 - June 1, 2011

NORTH RIDGE SECURITIES CORP.

BD
CRD#: 27098
JERICHO, NY
Past

January 20, 2003 - November 10, 2004

VANDERBILT SECURITIES, LLC

BD
CRD#: 5953
WOODBURY, NY
Past

April 26, 1995 - January 17, 2003

NORTH RIDGE SECURITIES CORP.

BD
CRD#: 27098
MELVILLE, NY
Past

March 5, 1991 - April 17, 1995

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

August 23, 1990 - November 15, 1990

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

July 21, 1989 - May 30, 1990

FAITOS & COMPANY, INC.

BD
CRD#: 20417

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(12/8/2016)
RR
Georgia
(11/1/2016)
RR
New York
(11/1/2016)
RR
Texas
(11/1/2016)
RR
Virginia
(10/7/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 1/18/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/25/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/16/1989
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NP
NATIONWIDE PLANNING ASSOCIATES INC.
NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029 / SEC#: , 8-45310

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
32-16 Broadway Ave 2nd Floor, Fair Lawn, NJ, 07410
Mailing Address
32-16 Broadway Ave 2nd Floor, Fair Lawn, NJ, 07410
Phone number
(201) 476-0029
Established
New Jersey since 10/26/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ABRAMENKO, PETERCO-CHAIRMAN OF THE BOARD1405677
DE POL, MICHAEL JOHNFOUNDER AND CHAIRMAN OF THE BOARD2087651
COLLEARY, JAMES SCHIEF COMPLIANCE OFFICER5844640
KARALEWICH, MICHAEL JCHIEF EXECUTIVE OFFICER/ROSFP/FINOP2910052

Disclosures

Regulatory Event3
Bond1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029Merrick, NY 11566

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