Supreme Alliance
47yrs
Top advisor by experience in Charlotte
28yrs
Eric Stein
Full name on record: Eric Michael Stein
Financial advisor at East Bay Investment Solutions
Eric Stein has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After less than a year at Strava Financial and 11 years at Choreo, Eric joined East Bay Investment Solutions in 2019, a firm offering selecting outside investment managers. Eric holds the CFA designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 14% by experience in Charlotte
OfficeCharlotte, NC
How the firm is paid ?Hourly, Flat fee
Advisors at the firm3
States licensed ?1 state
Services through East Bay Investment Solutions
Choosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2020 – Sep 2020Strava Financial, LLCPreviously
- 2019 – nowEast Bay Investment SolutionsCurrent firm
- 2005 – 2016Choreo, LLCPreviously
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?
- 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 East Bay Investment Solutions at (843) 628-3739 and ask for Eric Stein. Eric works from the Charlotte, NC office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1998, about 28 years. Top 14% by experience in Charlotte.
What licenses does Eric hold?
Series 63, Series 66. 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?
East Bay Investment Solutions reports being paid by hourly fees, flat or fixed 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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