DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Eric R Belsky
Feed of 09/14/2026
Also filed as Eric Richard Belsky
At current firm
12 y
since Sep 30, 2013
In the industry
18 y
since Aug 28, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
11
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Citizens Securities, Inc. BD affiliated currentsince Sep 30, 2013 · Stoughton, Ma
- Santander Securities BD affiliatedSep 19, 2012 to Sep 27, 2013 · Middletown, Ri
- LPL Financial LLC BD affiliatedOct 7, 2011 to Sep 19, 2012 · East Providence, Ri
- Principal Securities, Inc. BD affiliatedApr 16, 2009 to Jul 7, 2011 · Waltham, Ma
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 28, 2008 to Feb 11, 2009 · Wellesley Hills, Ma
Moves
a registration end followed by a registration begin elsewhere
- Santander Securities to Citizens Securities, Inc.left Sep 27, 2013, registered Sep 30, 2013 (3 days) · Other
- LPL Financial LLC to Santander Securitiesleft Sep 19, 2012, registered Sep 19, 2012 (0 days) · corporate re-registration, not a move
- Principal Securities, Inc. to LPL Financial LLCleft Jul 7, 2011, registered Oct 7, 2011 (92 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Principal Securities, Inc.left Feb 11, 2009, registered Apr 16, 2009 (64 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address