Eric Henry Roberge
CFP®Professional Summary
Eric Henry Roberge, CFP® is a registered financial advisor currently at BEYOND YOUR HAMMOCK LLC located in Boston, Massachusetts. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eric has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Business Services
- Financial Planning
- Retirement Planning
- Education Funding
- Investment Management
Specializations
Biography
How fast did the last 5 years fly by? How quickly do you think the next 5 years will go? If you're like most people, you said "fast" and "faster" -- and if you're also like most people, you'll say you're going to do something to get yourself in a better financial position... tomorrow. Eventually. Someday. And time will keep passing you by like it always has. But it doesn't have to be this way....
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
BEYOND YOUR HAMMOCK | ROBERGE, ERIC | ROBERGE FINANCIAL PLANNING | BEYOND YOUR HAMMOCK LLC
Contact Information
Main Address
50 Milk Street 16th Floor, Boston, MA, 02109Mailing Address
50 Milk Street 16th Floor C/o Impact Hub, Boston, MA, 02109Phone Number
(617) 446-3841# of Employees
3SEC 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
369AUM (Assets Under Management)
$115,437,648Similar Advisors
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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.
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Primary Firm SEC Registration
BEYOND YOUR HAMMOCK | ROBERGE, ERIC | ROBERGE FINANCIAL PLANNING | BEYOND YOUR HAMMOCK LLC
State Registrations and Notice Filings
(8/23/2013)
(3/24/2014)
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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CRS (Client Relationship Summary) - RIA
Click below to view Eric Henry Roberge's CRS (Customer Relationship Summary).
Services Offered by Eric
- Tax Planning
- Business Services
- Financial Planning
- Retirement Planning
- Education Funding
- Investment Management
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