ES
Eric Sachetta
SACHETTA
LYNNFIELD, MA 01940
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CRD#: 6650376
ES
Professional summary
Eric Sachetta, CFP® is a registered financial advisor currently at SACHETTA, LLC located in Lynnfield, Massachusetts.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 1 firm 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.
E TEAM INC. is a home based, not investment related business. (307 Sandy Bay Terrace Rockport, MA 01966). Author & speaker, writing books and speaking at colleges about leadership & personal development starting in January 2014. 60-80 hours/month spent on the other business all during non-security trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Sachetta'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: 2020
Experience
Current
October 5, 2017 - Present
SACHETTA, LLC
Office #1: 600 Market Street Suite 684, Lynnfield, MA 01940RIA
CRD#: 145713
LYNNFIELD, MA
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".
SL
SACHETTA, LLC
INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC
CRD#: 145713 / SEC#: 801-100474
RIA
Registered Investment Advisory firm - (7/8/2015 Approved)Massachusetts
Registered Investment Advisory firm - (8/6/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (10/26/2015 Terminated)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
Massachusetts(10/5/2017)
Current Firm
SL
SACHETTA, LLC
INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC
CRD#: 145713 / SEC#: 801-100474
RIA
Registered Investment Advisory firm - (7/8/2015 Approved)Massachusetts
Registered Investment Advisory firm - (8/6/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (10/26/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Market Street Suite 684, Lynnfield, MA 01940
Mailing Address
Phone number
(781) 233-4138
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,031 |
| AUM (Assets Under Management) | $ 884,096,209 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/08/2025 | ||
| 12/18/2023 | ||
| 12/19/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SACHETTA, LLC
CRD#: 145713Lynnfield, MA 01940TRUST BUT VERIFY
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