Eric Joseph Flaim

Employer firm

Estate Planners Of New England, LLC CRD 133353

$52.0M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Apw Capital, Inc.
  Parsippany, NJ
• 05/2015 → Present
  Estate Planners Of New England, Llc
  Portsmouth, NH

Previous Registrations

• 2009-04-17 → 2015-05-14
  Ameriprise Financial Services, Llc
  Portsmouth, NH
• 2005-10-04 → 2009-04-21
  Banc Of America Investment Services, Inc.
  Exeter, NH
  Epping, NH
  Portsmouth, NH
  Newmarket, NH
  Hampton, NH
  Manchester, NH
  Portsmouth, NH
• 2004-01-13 → 2005-10-12
  Citizens Securities, Inc.
  Lebanon, NH
• 2003-05-02 → 2003-12-19
  Ubs Financial Services Inc.
  South Burlington, VT

Other Businesses

1-PUBLIC SPEAKING/APPEARANCES; STRATHAM, NH; SVC. DESCRIPTION: SPEAKING; DBA NAME: ERIC FLAIM; START DATE: 08/01/2012; TITLE: OLYMPIAN; DUTIES: SPEAKING; TIME SPENT: 1%. 2-Estate Planners of New England, Investment related:1 New Hampshire Ave, Portsmouth, NH, 03801, RIA, Managing Director/IAR, Start 08/31/2015, 150 hours/month, Providing advisory and fixed insurance services. 3. APW Capital; investment related: Yes; Location of the business: 100 Enterprise Dr #104, Rockaway NJ 07866; Description of the business: Independent Broker-Dealer to transact business which would include 529 Plans, variable annuities, alternative investments, and variable universal life insurance products.; Position Title: Agent Representative; Responsibilities Duties: To provide those products that best meet the solutions to our clients needs through a broker-dealer framework. These would include 529 plans, Variable annuities, Variable life insurance, Alternative investments and private placement offerings.; Start date with business: 2015-05-15; Hours devoted to business during trading hours: 3; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10. 4. Stratham Republican Comm, Investment related:No, 10 Bunker Hill Ave, Stratham, NH, 03885, Volunteer for political organization, Director of Membership, 11/01/2021, 2 hrs/mo, Attend meetings, assist people that want to join. 5. Ski Team Coach- St Thomas H.S., Investment related:No, 197 Dover Point Rd, Dover, NH, 03820, Coaching for 3 months, Assistant Ski Team Coach, 12/05/2025, 5 hours per week, Coaching

Exams

• S66 Uniform Combined State Law Examination
  2003-04-11

Other Names

• Eric Flaim