AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EZ

Eric J. Zaleski

PCE INVESTMENT BANKERS
Hoffman Estates, IL 60192
CRD#: 6502841
Some features on this profile are disabled
EZ
Eric John ZaleskiPCE INVESTMENT BANKERS

Professional summary

Eric John Zaleski is a registered financial professional currently at PCE INVESTMENT BANKERS, INC. located in Hoffman Estates, Illinois.

Eric is registered as a RR (Registered Representative) and started their career in finance in 2015. Eric has worked at 1 firm and has passed the SIE, Series 79 and Series 24 exams.

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) - BD

Click below to view Eric John Zaleski'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®
None

Experience

Current

December 22, 2015 - Present

PCE INVESTMENT BANKERS, INC.

Office #1: 2815 Forbs Avenue Suite 107, Hoffman Estates, IL 60192
BD
CRD#: 45352
Hoffman Estates, IL

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

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/22/2015
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/26/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PI
PCE INVESTMENT BANKERS, INC.
PCE INVESTMENT BANKERS, INC. | POOLE CARBONE ECKBERT, INC. | POOLE CARBONE ECKBERT | POOLE CARBONE CAPITAL PARTNERS, INC.

CRD#: 45352 / SEC#: , 8-51030

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Loading...

Contact information

Main Address
200 E. New England Avenue, Suite 400, Winter Park, FL 32789
Mailing Address
200 E. New England Avenue, Suite 400, Winter Park, FL 32789
Phone number
(407) 621-2100
Established
Florida since 07/01/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
PCE HOLDINGS, INC.SHAREHOLDER
POOLE, MICHAEL WILLIAMCCO/PRESIDENT/FINANCIAL & OPERATIONS PRINCIPAL/2794464

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

PCE INVESTMENT BANKERS, INC.

CRD#: 45352Hoffman Estates, IL 60192

TRUST BUT VERIFY

Monitor Eric Zaleski

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Justin John Dagostino
Justin DagostinoAdvisorCheck Check Mark
VERTEX PARTNERS
IAR
RR
DOWNERS GROVE, IL
JF
James FlanaganAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Downers Grove, IL
AM
Allison MoranAdvisorCheck Check Mark
ONEAMERICA SECURITIES, INC.
RR
Lincolnshire, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.