Eric B. Wadsworth

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

HANOVER, NH 03755

Some features on this profile are disabled

CRD#: 5877490

Professional summary

Eric Booth Wadsworth, CFP® is a registered financial advisor currently at WADSWORTH & DAULAIRE FINANCIAL PLANNERS located in Hanover, New Hampshire.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Eric has worked at 2 firms .

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.

1) Dartmouth College; Not investment related; 7 Lebanon St. Hanover, New Hampshire 03766; College/Business School; Assistant Professor; 7/1/2010; 80 hrs per month; 40 hrs during trading; Teaching. 2) Wadsworth-Hansen Fin Plnrs; Investment related; 23 Bank St., Lebanon, NH; Financial planning; Partner; 1/2011; 80 hours per month; 40 hours during trading; Financial planning and advising clients. 3) Financial Navigators Inc.; Investment related; 11 Scott Rd, Littleton, MA 01460-1304; Financial Planning; Planner; 1/2019; 40 hours per month; 40 hours during trading; Financial planning and advising clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Booth Wadsworth'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^®

Certified Financial Planner

Start date: 1990

Experience

Current

March 6, 2019 - Present

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

Office #1: 45 Lyme Rd Suite 305a, Hanover, NH 03755

RIA

CRD#: 116464

HANOVER, NH

Past

February 11, 2019 - September 16, 2019

FINANCIAL NAVIGATORS INC.

RIA

CRD#: 134873

Lebanon, NH

Past

January 5, 2011 - December 31, 2018

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

RIA

CRD#: 116464

LEBANON, NH

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

New Hampshire
(3/6/2019)

IAR

Vermont
(8/26/2019)

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

Current Firm

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

HANSEN ACCOUNTING SERVICES INC. | WADSWORTH & HANSEN, FINANCIAL PLANNERS | WADSWORTH & HANSEN FINANCIAL PLANNERS | WADSWORTH & DAULAIRE, FINANCIAL PLANNERS | WADSWORTH & DAULAIRE FINANCIAL PLANNERS

CRD#: 116464 / SEC#:

New Hampshire

Registered Investment Advisory firm - (10/9/1995 Approved)

Vermont

Registered Investment Advisory firm - (8/23/2019 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

45 Lyme Rd Suite 305a, Hanover, NH 03755

Mailing Address

Phone number

(603) 448-1705

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brea, CA

Rahul Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC

Ann Zuraw

ZURAW FINANCIAL ADVISORS, LLC

IAR

Greensboro, NC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric B. Wadsworth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Booth Wadsworth's CRS (Customer Relationship Summary).

Certified licenses

Experience

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

FINANCIAL NAVIGATORS INC.

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

State Registrations and Notice Filings

Exams

Current Firm

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

Contact information

Documents

Red Flags

Company Information

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

TRUST BUT VERIFY

Similar Advisors