Eric U. Henderson
EAST HORIZON INVESTMENTS
Cambridge, MA 02142
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CRD#: 5981498
Professional summary
Eric Uchida Henderson, CFP® is a registered financial advisor currently at EAST HORIZON INVESTMENTS located in Cambridge, Massachusetts.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eric has worked at 2 firms .
Question & Answer
What are your service offerings?
Socially Responsible Investing
Comprehensive Financial Planni...
Life Transitions
Tax Planning
Retirement Planning
Investment Planning
Inheritance
Do you have an area of expertise or specialization?
Entrepreneurs
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Socially Responsible Investmen...
What is your minimum asset requirement?
1
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 UCHIDA HENDERSON, CFA and CFP(R) also owns and operates commercial real estate unrelated to East Horizon Investments. BANYAN LAND, LLC was established in Massachusetts in 2003 and owns a single-tenant commercial property. The approximate time that Mr. Henderson devotes towards these commercial real estate operations is approximately one hour per month which may occur during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Uchida Henderson'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: 2019
Experience
Current
January 4, 2012 - Present
EAST HORIZON INVESTMENTS
Office #1: One Broadway 14th Floor, Cambridge, MA 02142RIA
CRD#: 158364
Cambridge, MA
Past
November 15, 2018 - August 10, 2023
PLUM POINTE WEALTH MANAGEMENT, LTD
RIA
CRD#: 284379
PROVIDENCE, RI
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
Florida(6/8/2021)
IAR
Massachusetts(1/4/2012)
IAR
Texas(3/16/2021)
Exams
Current Firm
EAST HORIZON INVESTMENTS
EAST HORIZON INVESTMENTS | EAST HORIZON INVESTMENTS LLC
CRD#: 158364 / SEC#:
Florida
Registered Investment Advisory firm - (6/8/2021 Approved)Massachusetts
Registered Investment Advisory firm - (1/4/2012 Approved)Texas
Registered Investment Advisory firm - (3/15/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Broadway 14th Floor, Cambridge, MA 02142
Mailing Address
Phone number
(617) 401-2704
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 42,060,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2024 | ||
| 09/25/2023 | ||
| 07/13/2022 |
Red Flags
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Company Information
EAST HORIZON INVESTMENTS
CRD#: 158364Cambridge, MA 02142TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
