Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
New
Eric Liu
Financial advisor at Equitable Advisors
Eric Liu is a fiduciary financial advisor in Wellesley, Massachusetts, registered since Jul 2026. Eric joined Equitable Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office93 Worcester Street, Suite 103, Wellesley, MA 02481
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Eric
Local office(781) 237-4500Ask for Eric. (212) 314-4600Main office · New York, NY 93 Worcester Street, Suite 103Wellesley, MA 02481Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Eric’s local office at (781) 237-4500 or the Equitable Advisors main office at (212) 314-4600, and ask for Eric Liu.
How long has Eric been a financial advisor?
Eric is new to the profession, registered since Jul 2026, and holds 1 license.
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?
Equitable Advisors 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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