Eric Kleinstein

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2021 → 02/2022
  Mml Investors Services Llc
  New York, NY
• 11/2018 → 02/2022
  Massmutual
  New York, NY
• 04/2015 → 11/2018
  Cbre
  New York, NY
• 02/2022 → Present
  Lpl Financial, Llc
  Livingston, NJ
• 03/2022 → Present
  Private Portfolio Partners
  Livingston, NJ

Previous Registrations

• 2022-03-17 → 2023-03-31
  Private Portfolio Partners, Llc
  Livingston, NJ
  Paramus, NJ

Other Businesses

1. 2/11/2022 - SKZ Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/10/2022 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 02/28/2022 - FSG LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Sales Associate - Start Date - 02/16/2022 - 10 Hours Per Month/5 Hours During Securities Trading. 3. 07/19/2023 - Trust Financial Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 07/03/2023 - 10 Hours Per Month/ 1 Hour During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-01-10