Woodbury Financial Services, Inc
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About this Advisor
Eric Kondrit is a certified financial planner based in Pittsburgh, Pennsylvania. Currently an advisor with Woodbury Financial Services, Inc, they have accumulated an impressive 25 years of practice in the financial advisory industry. Kondrit has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Kondrit can advise clients based out of Pennsylvania. Throughout their career, they have worked at Fortis Investors, Inc and The Benefits Group. Woodbury Financial Services, Inc is located in Pittsburgh, Pennsylvania, and has 590 other brick-and-mortar locations throughout the United States. As an advisory firm, Woodbury Financial Services, Inc oversees $7 billion in assets across 36,076 accounts and retains more than 1,945 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 13,010 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Woodbury Financial Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Eric Kondrit Work History
Eric has 25 years of experience.
Fortis Investors, Inc
The Benefits Group
Eric Kondrit has no disclosures.
Please visit their SEC profile for more details.