Global Retirement Partners
46yrs
Top advisor by experience at Global Retirement Partners
20yrs
Eric Boyle
Financial advisor at Osaic Wealth
Eric Boyle has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Allentown, Pennsylvania. Eric has been with Osaic Wealth since 2023; before that, Eric spent 17 years at FSC Securities and less than a year at Ameriprise Financial Services. Eric holds the CFP® designation.
One of 417 advisors with offices in Allentown, and one of 377 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office1401 North Cedar Crest Boulevard Suite 107, Allentown, PA 18104
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2007 – 2023FSC Securities CorporationPreviously
- Nov 2006 – Feb 2007Ameriprise Financial Services, LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Osaic Wealth at 800-821-5100 and ask for Eric Boyle. Eric works from the Allentown, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Eric hold?
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?
Osaic Wealth reports being paid by a percentage of the assets they manage, 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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