Eric K. Hite

CONSORTIUM PRIVATE WEALTH

SLIDELL, LA 70461

CRD#: 4247714

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Professional summary

Eric Kurt Hite, who also goes by Eric K Hite, Eric Hite, is a registered financial advisor currently at CONSORTIUM PRIVATE WEALTH LLC located in Slidell, Louisiana.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Eric has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric K Hite | Eric Hite

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) - RIA

Click below to view Eric Kurt Hite'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

June 12, 2026 - Present

CONSORTIUM PRIVATE WEALTH LLC

Office #1: 1000 Caruso Blvd Ste 425, Slidell, LA 70461

RIA

CRD#: 325038

SLIDELL, LA

Past

November 19, 2019 - October 12, 2021

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

RIVERRIDGE, LA

Past

May 2, 2019 - October 12, 2021

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

ORANGE, CA

Past

March 7, 2018 - March 8, 2019

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

Metairie, LA

Past

February 28, 2018 - March 8, 2019

VALMARK SECURITIES, INC.

CRD#: 31243

METAIRIE, LA

Past

April 1, 2011 - March 9, 2018

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

METAIRIE, LA

Past

April 1, 2011 - March 9, 2018

QUESTAR CAPITAL CORPORATION

CRD#: 43100

METAIRIE, LA

Past

April 29, 2010 - December 31, 2010

LEVEL FOUR ADVISORY SERVICES

RIA

CRD#: 134086

METAIRIE, LA

Past

March 17, 2010 - April 1, 2011

OSAIC FS, INC.

CRD#: 3870

METAIRIE, LA

Past

September 29, 2009 - March 8, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

METAIRE, LA

Past

July 1, 2004 - July 21, 2009

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

METAIRIE, LA

Past

May 8, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

METAIRIE, LA

Past

May 8, 2003 - July 21, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

METAIRIE, LA

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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(6/12/2026)

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

State Security Law Exam

IAR

Series 66

Date: 8/31/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/21/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/20/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 12/20/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/7/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONSORTIUM PRIVATE WEALTH LLC

CRD#: 325038 / SEC#: 801-127380

RIA

Registered Investment Advisory firm - (12/20/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (12/19/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1000 Caruso Blvd Ste 425, Slidell, LA 70461

Mailing Address

Phone number

(800) 980-5601

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 650,355

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.

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Advisor Monitoring

Firm Stability Insights

Eric K. Hite

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Kurt Hite's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

LEVEL FOUR ADVISORY SERVICES

OSAIC FS, INC.

SECURITIES AMERICA, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2017

Series 63

Date: 5/21/2015

Series 7TO

Date: 12/20/2023

Series 6TO

Date: 12/20/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/3/2006

Series 6

Date: 5/7/2003

Current Firm

CONSORTIUM PRIVATE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONSORTIUM PRIVATE WEALTH LLC

TRUST BUT VERIFY

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