Eric Alan Tashlein
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
36 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2022 to now
- Connecticut Benefits Group LLCNov 1990 to now
- Connecticut Capital Management Group, LLCOct 2019 to Dec 2022
- Cambridge Investment Research Advisors, IncAug 2011 to Dec 2019
- Cambridge Investment Research, IncAug 2011 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CT).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2275925
- Firm CRD
- 134139