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Eric P. Turcott

ABBEY STREET
EDEN PRAIRIE, MN 55344
Some features on this profile are disabled
CRD#: 7227299
ET

Professional summary

Eric Phillip Turcott, who also goes by Eric Turcott, is a registered financial advisor currently at ABBEY STREET located in Eden Prairie, Minnesota.

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 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Turcott

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) - RIA

Click below to view Eric Phillip Turcott's CRS (Customer Relationship Summary).
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

March 13, 2026 - Present

ABBEY STREET

Office #1: 11095 Viking Drive Suite 410, Eden Prairie, MN 55344
RIA
CRD#: 305107
EDEN PRAIRIE, MN
Past

April 5, 2022 - March 10, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Minneapolis, MN
Past

April 4, 2022 - March 10, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Minneapolis, MN
Past

May 27, 2020 - June 22, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Plymouth, MN

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".
AS
ABBEY STREET
ABBEY STREET | ABBEY STREET, LLC

CRD#: 305107 / SEC#: 801-117454

RIA
Registered Investment Advisory firm - (10/4/2019 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.

Highlighted states indicate IAR registrations

IAR
Minnesota
(3/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/17/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/27/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/18/2020
Securities Industry Essentials Examination

Current Firm

AS
ABBEY STREET
ABBEY STREET | ABBEY STREET, LLC

CRD#: 305107 / SEC#: 801-117454

RIA
Registered Investment Advisory firm - (10/4/2019 Approved)
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Contact information

Main Address
11095 Viking Drive Suite 410, Eden Prairie, MN 55344
Mailing Address
Phone number
(952) 224-7272
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ABBEY STREET ADV 2A BROCHURE (3/18/2026)

Regulatory assets under management

Total Number of Accounts139
AUM (Assets Under Management)$ 375,395,430

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

ABBEY STREET

CRD#: 305107Eden Prairie, MN 55344

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