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 Lawrence Biegeleisen
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Eric Lawrence Biegeleisen
At current firm
9 y
since May 3, 2017
In the industry
17 y
since Sep 25, 2008 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- 3edge Asset Management, LP independent RIA currentsince May 3, 2017 · Boston, Ma
- Beaumont Financial Partners LLC formerJan 30, 2017 to Apr 24, 2017 · Needham, Ma
- Broadmeadow Capital, LLC formerFeb 18, 2015 to Jun 20, 2016 · Boston, Ma
- Good Harbor Financial formerDec 15, 2014 to Jan 2, 2015 · Boston, Ma
- Windhaven Investment Management, Inc. formerNov 10, 2010 to Jan 10, 2013 · Boston, Ma
- Windward Investment Management Inc unclassifiedOct 8, 2008 to Nov 18, 2010 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Beaumont Financial Partners LLC to 3edge Asset Management, LPleft Apr 24, 2017, registered May 3, 2017 (9 days) · Other
- Broadmeadow Capital, LLC to Beaumont Financial Partners LLCleft Jun 20, 2016, registered Jan 30, 2017 (224 days) · Other
- Good Harbor Financial to Broadmeadow Capital, LLCleft Jan 2, 2015, registered Feb 18, 2015 (47 days) · channel change inside one enterprise, not a move
- Windhaven Investment Management, Inc. to Good Harbor Financialleft Jan 10, 2013, registered Dec 15, 2014 (704 days) · Other
- Windward Investment Management Inc to Windhaven Investment Management, Inc.left Nov 18, 2010, registered Nov 10, 2010 (-8 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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address