Firm Information

Compensation
N/A
Number of Advisors
1 advisor
Number of Clients
22 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

The Adviser charges fees for its research materials based on their current subscription rates, typically billed quarterly in advance. Some clients may pay fees in arrears. If a client cancels their subscription, they will receive a pro rata refund of any unearned subscription fees paid in advance. Other arrangements regarding the payment of subscription fees may be negotiated with clients on a case-by-case basis.

Areas of Practice
Investment Management
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Advisor Information

Office location

1375 East 9th Street, Suite 2700, Cleveland, OH, 44114

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is a consultant for Cleveland Electric Laboratories, dedicating minimal time to consulting on operations and evaluating the sale of the business. He is also a passive manager for Bletchley Park Capital, spending minimal time overseeing major decisions and receiving a share of earnings.

Employment History
Current Registrations
Cleveland Research Company LLC
June 2023 - Present · 2 yrs 7 mos
Cleveland Research Company LLC Broker
March 2007 - Present · 18 yrs 10 mos
Previous Registrations
Ftn Midwest Securities CORP.Broker
July 2002 - July 2006 · 4 yrs
First Tennessee Securities CORP.Broker
January 2001 - October 2002 · 1 yr 9 mos
Maxus Securities CORPBroker
February 1998 - January 2001 · 2 yrs 11 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric Bosshard - Financial Advisor | AdvisorDiscover