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Eric Robert Andrew

COLCHESTER PARTNERS
BOSTON, MA
·CRD# 4566733·24 years experience

Professional Summary

Eric Robert Andrew is a registered financial advisor currently at COLCHESTER PARTNERS LLC located in Boston, Massachusetts. Eric is registered as a RR (Registered Representative) and started their career in finance in 2003. Eric has worked at 1 firm and has passed the Series 63, Series 7TO, Series 99TO, SIE, Series 79 and Series 28 exams.

At a Glance

Best-Interest Standard

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

24 years in the financial services industry

Current & Past Employments

COLCHESTER PARTNERS LLC·CRD# 122062
BD
1. 53 State Street Suite 1304, Boston, MA 021092. 53 State Street Suite 1304, Boston, MA 02109
January 8, 2003 - Present

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Current Firm

CP
COLCHESTER PARTNERS LLC

COLCHESTER PARTNERS LLC

CRD#: 122062 / SEC#: 8-65464
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

53 State Street Suite 1304, Boston, MA 02109

Mailing Address

53 State Street Suite 1304, Boston, MA 02109

Phone Number

(617) 542-4100

Established

Massachusetts since 02/26/2002

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (4 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CP & L LIMITED PARTNERSHIPMEMBER—
ANDREW, ERIC ROBERTVICE PRESIDENT / CFO / COO4566733
KETTLE, FRANKLIN HENRYMANAGING DIRECTOR/ CEO1975587
LAUREL LLCMEMBER—
O'BRIEN, KEVIN PATRICKMANAGING DIRECTOR/EX. VP/TREASURER, CCO4347176
RAMRATH, JOSEPH ROLLANDMNG DIR/CHAIRMAN/PRES/CLERK4566758

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Massachusetts
(7/15/2026)

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 2026About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2025About the Series 7TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Aug 2010About the Series 79 exam

Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination

Passed Nov 2002About the Series 28 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Eric Robert Andrew's CRS (Customer Relationship Summary).

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