Eric Diandrea

WEALTHUNITE ADVISORS

New York, NY 10038

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CRD#: 5938602

Professional summary

Eric Diandrea is a registered financial advisor currently at WEALTHUNITE ADVISORS, LLC located in New York, New York.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 2 firms 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.

DiAndrea Design and Development; not investment-related; 34 Central Drive, Manhasset, NY 11030; real estate development company; CFO, starting 02/2024; approximately 50 hours/month devoted to this other business, approximately 12 of which are during trading hours; duties include services related to bookkeeping, product purchasing and sourcing, and real estate development design.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

October 1, 2019 - Present

WEALTHUNITE ADVISORS, LLC

Office #1: 222 Broadway 19th Floor, New York, NY 10038

RIA

CRD#: 285807

New York, NY

Past

January 5, 2017 - December 31, 2018

WEALTHUNITE ADVISORS, LLC

RIA

CRD#: 285807

NEW YORK, NY

Past

December 15, 2015 - January 6, 2017

BRITE ADVISORS USA, INC.

RIA

CRD#: 155775

New York, NY

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".

WEALTHUNITE ADVISORS, LLC

HIGHCLERE CAPITAL LLC | WEALTHUNITE ADVISORS, LLC

CRD#: 285807 / SEC#: 801-114437

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

New York

Registered Investment Advisory firm - (12/31/2018 Failure to Renew)

Texas

Registered Investment Advisory firm - (12/31/2018 Failure to Renew)

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 York
(5/28/2021)

IAR

Texas
(10/1/2019)

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

State Security Law Exam

IAR

Series 65

Date: 12/15/2015

Uniform Investment Adviser Law Examination

Current Firm

WEALTHUNITE ADVISORS, LLC

HIGHCLERE CAPITAL LLC | WEALTHUNITE ADVISORS, LLC

CRD#: 285807 / SEC#: 801-114437

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

New York

Registered Investment Advisory firm - (12/31/2018 Failure to Renew)

Texas

Registered Investment Advisory firm - (12/31/2018 Failure to Renew)

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Contact information

Main Address

222 Broadway 19th Floor, New York, NY 10038

Mailing Address

Phone number

(516) 805-2024

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-WEALTHUNITE ADVISORS (3/27/2025)

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 56,516,554

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.

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Eric Diandrea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WEALTHUNITE ADVISORS, LLC

WEALTHUNITE ADVISORS, LLC

BRITE ADVISORS USA, INC.

Primary Firm SEC Registration

WEALTHUNITE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2015

Current Firm

WEALTHUNITE ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHUNITE ADVISORS, LLC

TRUST BUT VERIFY

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