Eric H. Roberge
BEYOND YOUR HAMMOCK LLC
BOSTON, MA 02109
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CRD#: 5481409
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.
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. You can make sure that 5 years into the future, you've done what you needed to do in order to get to where you want to be.
We're here to help you get more of what you want from your money and your investments.
Which would you rather be: uncertain you're doing the right thing and procrastinating on the steps that will make going to work optional -- or confident about what you're doing as you proactively leverage your income to grow the kind of wealth that makes it possible to do what you want?
If you're ready to take the first step toward feeling confident about your choices, enjoying peace of mind around your financial situation, knowing you're getting independent advice, guidance, and coaching, investing in a way that will create financial freedom as you make work optional, and excited about what's possible for you now that you're making the best money moves... let's get started.
Question & Answer
What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Investment Planning
Do you have an area of expertise or specialization?
Corporate Executives
Financial Psychology/Coaching
Generation X
Investment Advice with Ongoing...
Millennials
Unmarried Couples
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Henry Roberge'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®
CFP®
Start date: 2011
Experience
Current
August 23, 2013 - Present
BEYOND YOUR HAMMOCK LLC
Office #1: 50 Milk Street 16th Floor, Boston, MA, 02109RIA
CRD#: 168738
BOSTON, MA
Past
February 4, 2013 - October 16, 2013
BREAKWATER ASSET MANAGEMENT, LLC
RIA
CRD#: 155041
HAMPTON, NH
Past
November 17, 2010 - January 22, 2013
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
LYNN, MA
Past
October 6, 2009 - January 22, 2013
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
LYNN, MA
Past
February 9, 2009 - October 14, 2009
SII INVESTMENTS, INC.
RIA
CRD#: 2225
MILFORD, MA
Past
February 2, 2009 - October 14, 2009
SII INVESTMENTS, INC.
BD
CRD#: 2225
MILFORD, MA
Past
March 17, 2008 - February 4, 2009
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
LYNN, MA
Past
February 8, 2008 - February 4, 2009
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
LYNN, MA
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
Massachusetts(8/23/2013)
IAR
Texas(3/24/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BEYOND YOUR HAMMOCK LLC
BEYOND YOUR HAMMOCK | ROBERGE, ERIC | ROBERGE FINANCIAL PLANNING | BEYOND YOUR HAMMOCK LLC
CRD#: 168738 / SEC#:
Massachusetts
Registered Investment Advisory firm - (8/23/2013 Approved)Texas
Registered Investment Advisory firm - (3/24/2014 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 Milk Street 16th Floor, Boston, MA, 02109
Mailing Address
50 Milk Street 16th Floor C/o Impact Hub, Boston, MA, 02109
Phone number
(617) 446-3841
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 314 |
| AUM (Assets Under Management) | $ 84,054,225 |
Red Flags
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Company Information
BEYOND YOUR HAMMOCK LLC
CRD#: 168738Boston, MA 02109TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
