Eric Justin Leinwand
CPWA®Professional Summary
Eric Justin Leinwand, CPWA® is a registered financial advisor currently at WRIGHT COVE CAPITAL located in Portland, Maine. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
At a Glance
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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PFS INVESTMENTS INC.
Videos & Posts
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Contact Information
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PFS INVESTMENTS INC.
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Disclosures on record.
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PFS INVESTMENTS INC.
Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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PFS INVESTMENTS INC.
Current Firm
WRIGHT COVE CAPITAL | WRIGHT COVE CAPITAL, LLC
Contact Information
Main Address
15 Baxter Blvd, Portland, ME 04101Phone Number
(207) 400-1392# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
82AUM (Assets Under Management)
$120,661,042Similar Advisors
PFS INVESTMENTS INC.
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.
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PFS INVESTMENTS INC.
Primary Firm SEC Registration
WRIGHT COVE CAPITAL | WRIGHT COVE CAPITAL, LLC
State Registrations and Notice Filings
(4/17/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Justin Leinwand's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.