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Eric Steven Blumencranz

KESTRA ADVISORY SERVICES
Plainview, NY
·CRD# 2872498·29 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

29 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
45 Executive Dr., Plainview, NY 11803
June 22, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
45 Executive Dr., Plainview, NY 11803
October 22, 2015 - Present
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Plainview, NY
May 3, 1999 - October 27, 2015
NATHAN & LEWIS SECURITIES, INC.·CRD# 8503
BD
New York, NY
April 8, 1998 - December 31, 1998
GUARDIAN INVESTOR SERVICES LLC·CRD# 6635
BD
New York, NY
April 11, 1997 - May 3, 1999

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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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1997About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Feb 1998About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Eric Steven Blumencranz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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