Eric
Tesler
Sheets Smith Investment Management, LLC
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About this Advisor
Eric Tesler is a financial advisor based in Houston, Texas, working with Sheets Smith Investment Management, LLC. Eric has previously held positions at Tesler Capital Advisers, LLC, First Merchants Bank, Cetera Investment Services LLC, Not Registered With Member Firm, Deer Isle Capital, LLC, Innovation Partners LLC, Cetera Investment Advisers LLC, Bx Partners, and Sheets Smith Investment Management, LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Eric is part of Sheets Smith Investment Management, LLC, which operates out of Houston, Texas. The firm has 1 office and 3 employees. The firm manages assets totaling $125.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sheets Smith Investment Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sheets Smith Investment Management, LLC Brokerage Details
$125,757,393
3
324
$388,140
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
Eric Tesler Work History
Innovation Partners LLC
Sheets Smith Investment Management, LLC
Deer Isle Capital, LLC
Bx Partners
Not Registered With Member Firm
First Merchants Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Tesler Capital Advisers, LLC
Disclosures
Please visit the SEC profile of Eric Tesler 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 Sheets Smith Investment Management, LLC
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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