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EB

Erica S. Bullinger

PRINCETON GLOBAL ASSET MANAGEMENT LLC
Princeton, NJ 08542
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CRD#: 5144939
EB

Professional summary


Erica Susan Bullinger, who also goes by Erica Quinn Bullinger, Erica Susan Quinn, Susan Erica Quinn, is a registered financial advisor currently at PRINCETON GLOBAL ASSET MANAGEMENT LLC located in Princeton, New Jersey.

Erica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Erica has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Erica Quinn Bullinger | Erica Susan Quinn | Susan Erica Quinn

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.
(1) Nassau Nursery School of Princeton, NJ. Private nursery school for children ages 2 - 4. Treasurer. As Treasurer, I would be asked to review school financials and advise on how to allocate reserves. Currently invested in a mutual fund (decision predates my term) - there are no BlackRock Funds at this time. Any decision proposed with school financials requires a vote and approval from all present members of the board. 501C3 organization: Non-profit and non-sectarian nursey school. (2) Pretty Brook Tennis Club; Private tennis club; Member of Board of Directors / Social Chair; Social chair and board member of the club to help promote engagement of families; ~2 hours / month (evening outside of work hours) hrs/month; Start Date: 09-30-2023

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Erica Susan Bullinger'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

May 29, 2025 - Present

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Office #1: 17 Hulfish Street Suite 240, Princeton, NJ 08542
RIA
CRD#: 146644
Princeton, NJ
Past

December 3, 2007 - March 11, 2025

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
PRINCETON, NJ
Past

November 6, 2007 - March 11, 2025

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
PRINCETON, NJ

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".
PG
PRINCETON GLOBAL ASSET MANAGEMENT LLC
PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD#: 146644 / SEC#: 801-71305

RIA
Registered Investment Advisory firm - (4/9/2010 Approved)
Texas
Registered Investment Advisory firm - (4/22/2010 Terminated)

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
New Jersey
(5/29/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/30/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PG
PRINCETON GLOBAL ASSET MANAGEMENT LLC
PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD#: 146644 / SEC#: 801-71305

RIA
Registered Investment Advisory firm - (4/9/2010 Approved)
Texas
Registered Investment Advisory firm - (4/22/2010 Terminated)
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Contact information


Main Address
17 Hulfish Street Suite 240, Princeton, NJ 08542
Mailing Address
Phone number
(609) 945-1781
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (11 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRINCETON GLOBAL ASSET MANAGEMENT, LLC FORM ADV PART 2A: FIRM BROCHURE (5/13/2025)

Regulatory assets under management


Total Number of Accounts1,164
AUM (Assets Under Management)$ 782,787,247

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.

Company Information


PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD#: 146644Princeton, NJ 08542

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