Eric J. Hoerdemann

CONVERGENCY PARTNERS ADVISORS LLC

BOSTON, MA 02110

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CRD#: 4507319

Professional summary

Eric John Hoerdemann, who also goes by Eric J Hoerdemann, is a registered financial advisor currently at CONVERGENCY PARTNERS ADVISORS LLC located in Boston, Massachusetts.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric J Hoerdemann

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 John Hoerdemann'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®

None

Experience

Current

August 29, 2023 - Present

CONVERGENCY PARTNERS ADVISORS LLC

Office #1: 265 Franklin Street Suite 1702, Boston, MA 02110

RIA

CRD#: 326447

BOSTON, MA

Past

December 11, 2002 - February 24, 2006

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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

Massachusetts
(8/29/2023)

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

General Industry/Product Exam

Series 7

Date: 12/10/2002

General Securities Representative Examination

Current Firm

CONVERGENCY PARTNERS ADVISORS LLC

CRD#: 326447 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/28/2023 Approved)

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Contact information

Main Address

265 Franklin Street Suite 1702, Boston, MA 02110

Mailing Address

265 Franklin Street Suite 1702, Boston, MA 02110

Phone number

(617) 834-2262

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Eric J. Hoerdemann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric John Hoerdemann's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONVERGENCY PARTNERS ADVISORS LLC

GOLDMAN SACHS & CO. LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 12/10/2002

Current Firm

CONVERGENCY PARTNERS ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

CONVERGENCY PARTNERS ADVISORS LLC

TRUST BUT VERIFY

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