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Eric Dean Stuart

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B

Fee Structure

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Location

3507 N University Ave, Suite 150, Provo, UT, 84604

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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 ActivitiesSells Insurance

Eric is a VP at Allegis Advisor Group, focusing on life distribution, sales, and insurance (full-time). He is also an independent insurance agent (minimal time), an IAR at Portside Wealth Group (minimal time), and a consultant for GLG, discussing insurance-related topics (minimal time).

Employment History
Current Registrations
Portside Wealth Group, LLC
April 2023 - Present · 2 yrs 10 mos
The Leaders Group, INC.
November 2022 - Present · 3 yrs 3 mos
The Leaders Group, INC.Broker
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Dfpg Investments, LLCBroker
June 2019 - October 2022 · 3 yrs 4 mos
Townsquare Capital, LLC
July 2018 - May 2023 · 4 yrs 10 mos
Allegis Investment Advisors, LLC
November 2016 - July 2018 · 1 yr 8 mos
Allegis Investment Services, LLCBroker
July 2016 - March 2019 · 2 yrs 8 mos
P.J. Robb Variable CorporationBroker
October 2012 - June 2016 · 3 yrs 8 mos
New England Securities Corporation
October 2000 - December 2010 · 10 yrs 2 mos
New England SecuritiesBroker
August 2000 - December 2010 · 10 yrs 4 mos
American Express Financial Advisors INC.Broker
May 2000 - July 2000 · 2 mos
Ids Life Insurance CompanyBroker
May 2000 - July 2000 · 2 mos
State Registrations2 states
CAUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.