ET
ET

Eric Steven Tesler

26 Years of Experience
Broker
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

5600 NW Central Drive, Suite 221, Houston, TX, 77092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is involved in business development for asset managers, including Robinson Capital and AMP Wealth Management, acting as a wholesaler. These activities take about half of Eric's time.

Employment History
Current Registrations
Innovation Partners LLC
August 2022 - Present · 3 yrs 6 mos
Innovation Partners LLCBroker
August 2022 - Present · 3 yrs 6 mos
Sheets Smith Investment Management, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Bx Partners
August 2020 - August 2021 · 1 yr
Deer Isle Capital, LLCBroker
March 2020 - August 2022 · 2 yrs 5 mos
Cetera Investment Advisers LLC
May 2017 - January 2019 · 1 yr 8 mos
Cetera Investment Services LLCBroker
April 2017 - January 2019 · 1 yr 9 mos
Tangent Capital Partners, LLCBroker
August 2013 - March 2014 · 7 mos
Miller Howard Investments INC
February 2011 - March 2018 · 7 yrs 1 mo
Burch & Company, INCBroker
June 2010 - September 2010 · 3 mos
Mfc Global Investment Management (U.S.), LLC
December 2006 - November 2008 · 1 yr 11 mos
John Hancock Advisers, LLC
December 2006 - November 2008 · 1 yr 11 mos
John Hancock Funds, LLCBroker
December 2006 - November 2008 · 1 yr 11 mos
Blackrock Financial Management, INC
June 2006 - October 2006 · 4 mos
Blackrock Capital Management, INC.
June 2005 - June 2006 · 1 yr
Blackrock Investments, INC.Broker
July 2003 - October 2006 · 3 yrs 3 mos
Dreyfus Service CorporationBroker
October 2000 - September 2002 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - October 2000 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
March 1996 - May 1997 · 1 yr 2 mos
First of Michigan CorporationBroker
July 1995 - March 1996 · 8 mos
State Registrations2 states
INTX
AdvisorBroker
Exams
No exam information available for this advisor.