ED
Eric H. Darling
CARLISLE TAX CREDIT ADVISORS
Carlisle, MA
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CRD#: 5715371
ED
Professional summary
Eric Hyde Darling is a registered financial advisor currently at CARLISLE TAX CREDIT ADVISORS located in Carlisle, Massachusetts.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
Eric Darling is the Sole Owner of Carlisle Tax Credit Advisors LLC., 263 Summer Street, 6th Floor, Boston, MA 02210. This Business was started in March of 2006. Carlisle Tax Credit Advisors LLC. is a Member of Carlisle Tax Credits LLC d/b/a Carlisle Tax Credit Advisors, a registered investment advisor. Mr. Darling serves as manager of Carlisle Tax Credits, and and also serves as manager of three entities that serve as general partners of private funds managed by Carlisle Tax Credits LLC. All said entities are affiliates of the BD. Mr. Darling has some day-to-day responsibility for the operation of 3 of these entities where he is the manager. He devotes approximately 70% of his time monthly to ownership and management related responsibilities at these entities.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Hyde Darling'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®
NoneExperience
Current
May 3, 2017 - Present
CARLISLE TAX CREDIT ADVISORS
RIA
CRD#: 151461
Carlisle, MA
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".
CT
CARLISLE TAX CREDIT ADVISORS
CARLISLE TAX CREDIT ADVISORS | CARLISLE TAX CREDITS LLC
CRD#: 151461 / SEC#: 801-77655
RIA
Registered Investment Advisory firm - (2/22/2013 Approved)Massachusetts
Registered Investment Advisory firm - (12/28/2015 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
Massachusetts(5/3/2017)
Current Firm
CT
CARLISLE TAX CREDIT ADVISORS
CARLISLE TAX CREDIT ADVISORS | CARLISLE TAX CREDITS LLC
CRD#: 151461 / SEC#: 801-77655
RIA
Registered Investment Advisory firm - (2/22/2013 Approved)Massachusetts
Registered Investment Advisory firm - (12/28/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Carlisle, MA
Mailing Address
Phone number
(978) 697-5369
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 498,102,003 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/15/2024 | ||
| 01/23/2024 | ||
| 05/02/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
