Eric C. Pressler
Professional summary
Eric Christopher Pressler, AIF®, who also goes by Eric C Pressler, is a registered financial advisor currently at N1 ADVISORS located in Newark, Delaware.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Eric has worked at 5 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Christopher Pressler's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 24, 2008 - Present
N1 ADVISORS
Office #1: 131 Continental Drive Suite 206, Newark, DE 19713-0000April 18, 2005 - May 10, 2011
M HOLDINGS SECURITIES, INC.
February 2, 2004 - April 26, 2023
M HOLDINGS SECURITIES, INC.
December 12, 2001 - September 25, 2003
CITISTREET FINANCIAL SERVICES LLC
October 18, 2001 - September 25, 2003
CITISTREET EQUITIES LLC
June 10, 1999 - May 24, 2000
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
N1 ADVISORS
CRD#: 147048 / SEC#: 801-69525
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/24/2008)
(10/14/2020)
Exams
Current Firm
N1 ADVISORS
CRD#: 147048 / SEC#: 801-69525
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 468 |
| AUM (Assets Under Management) | $ 393,020,974 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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