Eric Allen Nye
CFP®, ChFC®, CLU®Professional Summary
Eric Allen Nye, CFP®, ChFC®, CLU®, who also goes by Rick Nye, is a registered financial advisor currently at NYE WEALTH MANAGEMENT LLC located in Hudson, Ohio. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Eric has worked at 10 firms and has passed the Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
- Long-term Care
- Retirement Income Management
- Insurance Planning
Other Aliases
Rick Nye
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KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
Videos & Posts
This advisor has not added any videos or posts yet.
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KEY INVESTMENT SERVICES LLC
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Contact Information
xxxxx@xxxx.xxx
Similar Advisors
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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KEY INVESTMENT SERVICES LLC
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Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
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KEY INVESTMENT SERVICES LLC
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Current Firm
NYE WEALTH MANAGEMENT LLC | OHANIAN, LISA L.
Contact Information
Main Address
85 South Main Street, Hudson, OH 44236Phone Number
(330) 656-0007# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
225AUM (Assets Under Management)
$107,700,000Similar Advisors
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
Primary Firm SEC Registration
NYE WEALTH MANAGEMENT LLC | OHANIAN, LISA L.
State Registrations and Notice Filings
(3/14/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
CRS (Client Relationship Summary) - RIA
Click below to view Eric Allen Nye's CRS (Customer Relationship Summary).
Services Offered by Eric
- Estate Planning
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
- Long-term Care
- Retirement Income Management
- Insurance Planning
Similar Advisors
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
