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

Eric Alexander Tavares

INGHAM RETIREMENT GROUP
MIAMI, FL
·CRD# 7211088·6 years experience

Professional Summary

Eric Alexander Tavares is a registered financial advisor currently at INGHAM RETIREMENT GROUP located in Miami, Florida and DAYBRIGHT ADVISORY SERVICES, INC. located in Miami, Florida. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Eric has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
View profile
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#

Years of Experience

6 years in the financial services industry

Current & Past Employments

INGHAM RETIREMENT GROUP·CRD# 106299
RIA
9350 South Dixie Highway Suite 1560, Miami, FL 33156
September 4, 2020 - Present
DAYBRIGHT ADVISORY SERVICES, INC.·CRD# 133795
RIA
9350 South Dixie Highway Suite 1560, Miami, FL 33156
August 11, 2025 - Present

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#

Current Firm

IR
INGHAM RETIREMENT GROUP

ALLIANCE BENEFIT GROUP OF FLORIDA | INGHAM RUSSELL INVESTMENT ADVISORS INC | INGHAM RETIREMENT GROUP | INGHAM GROUP

CRD#: 106299 / SEC#: 801-39323
RIA
Registered Investment Advisory firm - SEC (6/27/1991 Approved)

Contact Information

Main Address

9350 South Dixie Highway Suite 1560, Miami, FL 33156

Mailing Address

P.o.box 50, Lakeland, FL 33802

Phone Number

(305) 671-2200

# of Employees

10

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAYBRIGHT ADVISORY SERVICES BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,056

AUM (Assets Under Management)

$2,615,523,682

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
11/17/2025Cover PageReport
01/09/2025Cover PageReport
01/22/2024Cover PageReport

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#

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".
IR
INGHAM RETIREMENT GROUP

ALLIANCE BENEFIT GROUP OF FLORIDA | INGHAM RUSSELL INVESTMENT ADVISORS INC | INGHAM RETIREMENT GROUP | INGHAM GROUP

CRD#: 106299 / SEC#: 801-39323
RIA
Registered Investment Advisory firm - SEC (6/27/1991 Approved)

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.
IAR
Florida
(9/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2020About the Series 65 exam

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Eric Alexander Tavares's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

RJ
Robert Winston Johnson

CETERA INVESTMENT ADVISERS LLC

MUSKEGON, MI · CRD#
Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
David W Smith
David W Smith

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
ET
Follow Eric
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required