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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Beyond Your Hammock 3 years, 7 months Aug 2013 - Present
Breakwater Asset Management, LLC 7 months Jan 2013 - Aug 2013
Safe Harbor Retirement Planning, Inc 3 years, 3 months Oct 2009 - Jan 2013
Sii Investments Inc 7 months Feb 2009 - Sep 2009
Investors Capital Corporation 1 year, 1 month Jan 2008 - Feb 2009
Divirgilio Financial Group 1 month Dec 2007 - Jan 2008
Jp Morgan Chase 3 years, 1 month Oct 2004 - Nov 2007

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Eric Roberge

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 5, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 10, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Beyond Your Hammock

Last updated on March 15, 2017
    • $4.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 20
      Accounts
    • $200.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees