Eric John Ackerman

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 06/2013 → 06/2017
  Four Points Capital Partners
  New York, NY
• 07/2017 → 04/2019
  Citigroup
  New York, NY
• 04/2019 → 06/2024
  Popular Bank
  New York, NY
• 05/2019 → 06/2024
  Infinex Investments, Inc.
  Meriden, CT
• 07/2024 → 11/2025
  Lpl Financial
  West Palm, FL
• 06/2024 → 11/2025
  Bmo Harris Bank
  West Palm, FL
• 11/2025 → Present
  Truist Investment Services, Inc.
  Jupiter, FL
• 11/2025 → Present
  Truist Advisory Services, Inc.
  Jupiter, FL

Previous Registrations

• 2024-07-19 → 2025-11-24
  Lpl Financial Llc
  West Palm Beach, FL
• 2022-08-31 → 2024-06-20
  Osaic Institutions, Inc.
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-08-30
• S63 Uniform Securities Agent State Law Examination
  2009-04-15

Designations

• Certified Financial Planner

Other Names

• Eric John Ackerman
• Eric Ackerman