Eric
Kondrit

Woodbury Financial Services, Inc

CRD#2015221
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

400 Loop St
Pittsburgh, PA 15215

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

PA Average: $5,289,111,388
Total Number of Employees

1,925

PA Average: 157
Total Number of Accounts

45,748

PA Average: 8,262
Average Account Size

$166,823

PA Average: $640,173

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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.

1993 - Present (26 years)

Fortis Investors, Inc

1993 - Present (26 years)

The Benefits Group

Disclosures

Eric Kondrit has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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