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Eric Fishman profile image

Eric Fishman

Founding Partner at Key Client Fincl Advisors
Intro Book
Seasoned financial professional with 40+ years of experience in investment management and financial planning.
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Location
Fairfield, New Jersey, United States, US
Skills
  • Portfolio Management
  • Investment Advisory
  • 401 Retirement Savings Plans
  • Investment Management
  • Adjunct Professor History
  • Show all
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Bio

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Eric Fishman is a seasoned financial professional with 40 years of experience in investment management, portfolio management, and financial planning. He has worked as a founding partner and branch manager at Key Client Fiduciary Advisors, and has held positions at Smith Barney and Merrill Lynch. He holds a Master's degree in Military History from Norwich University and a Bachelor's degree in Finance from Boston University.

Credentials

  • series 7, 9 and 10
    FINRA

Experience

  • Key Client Fiduciary Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founding Partner
      • Oct 2018 - Present

      Key Client Fiduciary Advisors is an independent, full-service investment planning practice that acts as a fiduciary by providing clients with solutions that are in their best interests. My fellow founding partner and I have a combined 70 years of Wall Street experience and a philosophical belief in “Main Street Values.” We offer our clients a wealth of investment knowledge and a historical perspective to investment planning. We utilize research from many of the top firms and can provide our clients with access to individual stocks and bonds as well as investments from a wide array of money management, mutual fund, annuity, and insurance providers. As fiduciaries, on behalf of our clients, we hold to ourselves to the highest standard of conduct and are committed to the highest level of ethical behavior and transparency.

    • Branch Manager / Financial Advisor
      • Jan 2004 - Present

      Branch Manager / Financial Advisor / Member

  • Smith Barney
    • Little Falls, NJ
    • Senior Vice President
      • Jan 1995 - Jan 2004
      • Little Falls, NJ

      Financial Advisor

  • Merrill Lynch
    • Wayne, NJ
    • Senior Vice President
      • Jan 1985 - Jan 1995
      • Wayne, NJ

      Financial Advisor

Education

  • 2014 - 2016
    Norwich University
  • 1980 - 1984
    Boston University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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