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ERIC M SIEVERT

Director of Business Development

Eric joined Exclusive Advisors LLC in September 2023 after transitioning over from Fidelity Investments where he was a high net worth associate for over two years. A native of Jacksonville, FL, Eric graduated from Episcopal School of Jacksonville in 2017 and received his Bachelor of Science in Finance from Florida State University in 2021.

 

Eric is the Director of Business Development with Exclusive Advisors LLC. In addition to providing traditional wealth management, Eric will specialize in providing accredited investors unique access to income producing private equity, private debt, private preferred, private energy, private real estate and private tax benefit programs for additional diversification.




emsievert@exclusiveadvisors.com

904-363-9995

ERIC M SIEVERT
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*An accredited investor is an individual that has an annual income in excess of $200,000, or joint income with spouse in excess of $300,000 -or- An individual net worth (the fair market value of total assets, but excluding the value of the principal residence, minus liabilities), or joint net worth with spouse in excess of $1,000,000 -or- holds in good standing a Series 7, 65 or 82 license.

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We are licensed in the following states.  If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you services at this time.  Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Vermont and Virginia.

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Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through Arkadios Wealth.  Arkadios Capital and Arkadios Wealth are affiliated through common ownership.

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Copyright © 2020 Exclusive Advisors LLC. All rights reserved

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