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EM

Eric W. Morris

ESL NEWCO I
PITTSFORD, NY 14534
Some features on this profile are disabled
CRD#: 7627267
EM

Professional summary

Eric William Morris Dr. is a registered financial advisor currently at ESL NEWCO I, LLC located in Pittsford, New York.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eric has worked at 2 firms 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric William Morris Dr.'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

February 10, 2026 - Present

ESL NEWCO I, LLC

Office #1: 120 Office Park Way, Pittsford, NY 14534
RIA
CRD#: 339091
PITTSFORD, NY
Past

September 8, 2022 - January 30, 2026

ALESCO ADVISORS LLC

RIA
CRD#: 108590
PITTSFORD, NY

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".
EN
ESL NEWCO I, LLC
ALESCO ADVISORS | ESL NEWCO I, LLC | ALESCO ADVISORS, LLC AN ESL COMPANY

CRD#: 339091 / SEC#: 801-135008

RIA
Registered Investment Advisory firm - (1/5/2026 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
New York
(2/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/8/2022
Uniform Investment Adviser Law Examination

Current Firm

EN
ESL NEWCO I, LLC
ALESCO ADVISORS | ESL NEWCO I, LLC | ALESCO ADVISORS, LLC AN ESL COMPANY

CRD#: 339091 / SEC#: 801-135008

RIA
Registered Investment Advisory firm - (1/5/2026 Approved)
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Contact information

Main Address
120 Office Park Way, Pittsford, NY 14534
Mailing Address
Phone number
(585) 586-0970
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (13 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

ESL NEWCO BROCHURE (11/21/2025)

Regulatory assets under management

Total Number of Accounts1,662
AUM (Assets Under Management)$ 4,810,630,597

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

ESL NEWCO I, LLC

CRD#: 339091Pittsford, NY 14534

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