AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EH

Eric P. Harbor

TOLIDA ENTERPRISES
DELRAY BEACH, FL 33448
Some features on this profile are disabled
CRD#: 5181397
EH

Professional summary

Eric P Harbor, who also goes by Eric Harbor, is a registered financial advisor currently at TOLIDA ENTERPRISES, LLC located in Delray Beach, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Eric has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Harbor

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.
Online Technology and Administrative; non-investment-related; Address: 6615 W. Boynton #347, Boynton Beach, FL 3343; Nature of the business: IT and administrative services; Position: Owner/Operator; Start date: June 2016; Approximate number of hours/month you devote to the business: 5-8 hours a week; Number of hours devoted to the business during securities trading hours: 0 hours; Duties: Provide IT and administrative services to help corporations develop or license software/websites and/or customer support. Eric P Harbor is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. He will earn commissions from these activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric P Harbor'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

July 12, 2022 - Present

TOLIDA ENTERPRISES, LLC

Office #1: 5300 W Atlantic #205, Delray Beach, FL 33448
RIA
CRD#: 321206
DELRAY BEACH, FL
Past

November 13, 2019 - March 10, 2022

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
West Palm Beach, FL
Past

July 26, 2006 - April 18, 2007

OPUS TRADING FUND LLC

BD
CRD#: 125204
JERICHO, 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
Florida
(7/12/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/21/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/25/2006
General Securities Representative Examination

Current Firm

TE
TOLIDA ENTERPRISES, LLC
TOLIDA ENTERPRISES, LLC

CRD#: 321206 / SEC#:

Florida
Registered Investment Advisory firm - (7/12/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5300 W Atlantic #205, Delray Beach, FL 33448
Mailing Address
Phone number
(561) 695-9815
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

TOLIDA ENTERPRISES, LLC

CRD#: 321206Delray Beach, FL 33448

TRUST BUT VERIFY

Monitor Eric Harbor

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Charles Andrew Fischer
Charles FischerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
IAR
RR
Boca Raton, FL
ED
Edgar DuranAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
RR
West Palm Beach, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.