Eric T. Monteodorisio
Professional summary
Eric Thomas Monteodorisio, who also goes by Eric Monte, Eric Thomas Monteodorisio Mr, Eric Monteodorisio, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in New York, New York.
Eric is registered as a RR (Registered Representative) and started their career in finance in 2008. Eric has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Eric Thomas Monteodorisio's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2018 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 280 Park Avenue 32nd Floor, New York, NY 10017December 12, 2016 - November 20, 2017
NEWFOUND RESEARCH LLC
November 11, 2015 - November 17, 2017
NORTHERN LIGHTS DISTRIBUTORS, LLC
June 21, 2013 - October 9, 2015
FORESIDE FUND SERVICES, LLC
August 31, 2012 - June 5, 2013
HRC FUND ASSOCIATES, LLC
February 1, 2011 - May 5, 2011
ERNST & YOUNG INVESTMENT ADVISERS LLP
July 11, 2008 - August 24, 2009
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/31/2020)
(1/9/2018)
(1/10/2018)
Exams
FINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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