EB
Eric S. Blumencranz
KESTRA ADVISORY SERVICES
Plainview, NY 11803
Some features on this profile are disabled
CRD#: 2872498
EB
Professional summary
Eric Steven Blumencranz is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Plainview, New York and KESTRA INVESTMENT SERVICES, LLC located in Plainview, New York.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Eric has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: BWD Group LLC; NFP Corperate Services Investment Related: Yes Address: 45 Executive Dr. Plainview NY 11803 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance Position, Title or Relationship: Managing Director Start Date: 7/31/2015 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: Manage staff, sales of all types of insurance, annuities, retirement plans, benefits, etc.Business Name: Alpine Capital Bank Investment Related: Yes Address: 680 fifth ave new york NY 10019 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Bank or Credit Union Position, Title or Relationship: Director Start Date: 3/1/2000 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: member of the board and member of audit committeeBusiness Name: North Shore LIJ Health System Investment Related: No Address: 145 Community drive manhasset NY 11030 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board of Trustees Start Date: 4/1/2005 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: support the mission of the health systemBusiness Name: NCPD Explorers Investment Related: No Address: 1492 franklin ave garden city NY 11530 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Director Start Date: 10/9/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: raise moneyBusiness Name: Legal Services for Suffolk PBA Investment Related: No Address: 868 Church street bohemia NY 11716 Nature of Business: Legal/Attorney/Trustee/Executor Position, Title or Relationship: advisor to fund Start Date: 12/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: If and when a member of a fund has a problem with any providing member, I am to review and report back my recommendations to the board. I arbitrate between various councils and police officers, providing services when a dispute occurs.Business Name: Ronald McDonald House of Long Island Investment Related: No Address: 267-07 76th avenue new hyde park NY 11040 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Director my position has changed I am now one of two co vice chairpersons and chair of the governance committee. Start Date: 1/15/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Help support the house and its mission.Business Name: Nassau County Police Department Foundation Investment Related: No Address: 734 Franklin Ave Garden city NY 11530 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Chariman of the board of directors Start Date: 1/21/2010 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Be the liaison between the ncpd and the board and to establish how and when the foundation will support the mission that the county executive and police commissioner set out.Business Name: T2 Asset Group, LLC Investment Related: No Address: 230 Duffy Ave, Unit C Hicksville NY 11801 Nature of Business: Other Other/None of the Above Tactical training facility Position, Title or Relationship: Managing Member Start Date: 8/9/2010 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: run management committee
CRS (Client Relationship Summary) - RIA
Click below to view Eric Steven Blumencranz's 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®
NoneExperience
Current
June 22, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 45 Executive Dr., Plainview, NY 11803RIA
CRD#: 283330
Plainview, NY
Current
October 22, 2015 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 45 Executive Dr., Plainview, NY 11803BD
CRD#: 42046
Plainview, NY
Past
May 3, 1999 - October 27, 2015
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
PLAINVIEW, NY
Past
April 8, 1998 - December 31, 1998
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
April 11, 1997 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arizona(5/6/2022)
RR
California(10/22/2015)
RR
Colorado(2/2/2016)
RR
Connecticut(10/22/2015)
RR
Florida(10/22/2015)
RR
Georgia(10/22/2015)
RR
Illinois(10/22/2015)
RR
Massachusetts(2/2/2016)
RR
Nevada(10/22/2015)
RR
New Jersey(10/22/2015)
RR
New York(10/22/2015)
IAR
New York(6/22/2021)
RR
Ohio(10/23/2015)
RR
Pennsylvania(10/22/2015)
RR
South Dakota(4/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
