Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
32yrs
Eric Fields has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Boca Raton, Florida. After a year at Chicago Investment Group and three years at Ameriprise Advisor Services, Eric joined NFSG in 2010, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience in Florida
Office1200 North Federal Highway Suite 400, Boca Raton, FL 33432
FirmNFSG
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$339,979
Advisors at the firm76
States licensed ?1 state
Services through NFSG
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowNFSG CorporationCurrent firm
- Mar 2008 – Sep 2009Chicago Investment Group, LLCPreviously
- 2003 – 2006Ameriprise Advisor Services, Inc.Previously
- Mar 2003 – Jun 2003Choreo, LLCPreviously
Contact Eric
(954) 334-3450NFSG main office 1200 North Federal Highway Suite 400Boca Raton, FL 33432Office · Get directions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call NFSG at (954) 334-3450 and ask for Eric Fields. Eric works from the Boca Raton, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1994, about 32 years. Top 13% by experience in Florida.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
NFSG reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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