ET
Eric Tornoe
ACADIA INVESTMENT ADVISORS LLC
Wayne, PA 19087
Some features on this profile are disabled
CRD#: 7183412
ET
Professional summary
Eric Tornoe is a registered financial advisor currently at ACADIA INVESTMENT ADVISORS LLC located in Wayne, Pennsylvania.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. 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.
Consultant; Randstad Consulting; Investment related: No; Location: One Overton Park, 3625 Cumberland BLVD, Atlanta, GA 30339; Description of the business: Consulting for Biotech industry; Responsibilities Duties: Provide expertise and recommendations for specific commercial challenges ; Start date with business: 2020-01-02; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Eric Tornoe'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®
NoneExperience
Current
November 26, 2019 - Present
ACADIA INVESTMENT ADVISORS LLC
Office #1: 920 Eagle Rd, Wayne, PA 19087RIA
CRD#: 305957
Wayne, PA
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
Pennsylvania(11/26/2019)
Current Firm
AI
ACADIA INVESTMENT ADVISORS LLC
ACADIA INVESTMENT ADVISORS LLC
CRD#: 305957 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (11/26/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Wayne, PA
Mailing Address
Phone number
(610) 804-0060
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 39,500,000 |
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.
