Eric
Previti

Pruco Securities, LLC

CRD#6845426
Investment Advisor
in Warrington, PA

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About this Advisor

Eric Previti is a financial advisor based out of Warrington, Pennsylvania with a total of 2 years of industry experience. Previti is currently employed by Pruco Securities, LLC. Throughout their career, they have worked at Na, Widener University, Rowan College At Burlington County, Bloomsburg University Of Pennsylvania, Long And Foster Companies, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Pruco Securities, LLC, Sbf Finance & Technology LLC and Prudential Insurance Company Of America. Previti maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Pruco Securities, LLC is a company that has its headquarters in Newark, NJ. It has offices in 42 locations and a total of 2,500 people on staff. It controls $14 billion in total assets among its 106,737 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 106,737 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Pruco Securities, LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees depend on the type of services offered. Fee types charged by Pruco Securities, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2700 Kelly Road Suite 100D
Warrington, PA 18976

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

PA Average: $10,121,009,343
Total Number of Employees

2,500

PA Average: 92
Total Number of Accounts

106,737

PA Average: 6,978
Average Account Size

$131,438

PA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Eric Previti Work History

Eric has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Prudential Insurance Company Of America

2020 - Present (4 years)

Pruco Securities, LLC

2018 - 2020 (2 years)

Sbf Finance & Technology LLC

2017 - 2018 (1 year)

Northwestern Mutual Life Insurance Company

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2016 (1 year)

Long And Foster Companies

2014 - 2017 (3 years)

Bloomsburg University Of Pennsylvania

2013 - 2014 (1 year)

Rowan College At Burlington County

2012 - 2013 (1 year)

Widener University

2008 - 2014 (6 years)

Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Previti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prudential Financial Planning Services

James Mashey
Sarver, PA
Grant Uitti
Milwaukee, WI
Roy Carrera
Milwaukee, WI
James Wright
Bellevue, WA
Andrew Estreich
Port Washington, NY
Ellen Goodman
Wakefield, MA
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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