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EH

Eric B. Hailer

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CRD#: 6381827
EH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Brooks Hailer was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2014. Eric had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 4, 2021 - August 23, 2021

AMUNDI ASSET MANAGEMENT US, INC.

RIA
CRD#: 107719
BOSTON, MA
Past

July 30, 2018 - December 31, 2020

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 138756
BOSTON, MA
Past

July 24, 2018 - August 23, 2021

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

May 27, 2015 - July 3, 2018

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA
CRD#: 109591
NEW YORK, NY
Past

May 19, 2015 - July 3, 2018

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
NEW YORK, NY
Past

November 28, 2014 - April 28, 2015

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

November 3, 2014 - April 28, 2015

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/25/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AA
AMUNDI ASSET MANAGEMENT US, INC.
AMUNDI ASSET MANAGEMENT US, INC. | PIONEER INVESTMENT MANAGEMENT, INC. | PIONEER INVESTMENT MANAGEMENT INC. | PIONEER INVESTMENT MANAGEMANT INC. | AMUNDI PIONEER ASSET MANAGEMENT, INC.

CRD#: 107719 / SEC#: 801-8255

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Contact information


Main Address
60 State Street, Boston, MA 02109-1820
Mailing Address
Phone number
(617) 422-4700
Established
Firm type
Fiscal year end
# of Employees
354

Documents


Latest Form ADV

Part 2 Brochures

AMUNDI ASSET MANAGEMENT US, INC. (3/24/2025)

Regulatory assets under management


Total Number of Accounts252
AUM (Assets Under Management)$ 122,060,989,186

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.

Company Information


AMUNDI ASSET MANAGEMENT US, INC.

CRD#: 107719

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