Eric Cerrone
Advisor at Harborside Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Eric Cerrone is a financial advisor at Harborside Capital with six years of industry experience. He holds a Series 65 designation and has worked at Harborside Capital since 2019, following a prior tenure at Liberty Capital Inc from 2006 to 2022. Harborside Capital provides discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as entities such as LLCs, corporations, and trusts. The firm combines medium- to long-term positions with selective short-term trading, employing a range of analytical methods and actively trading derivatives, futures, options, and digital assets within client accounts.
Fee options
Up to 20% on yearly new net profits for qualified clients (SEC Rule 205-3)
Account minimum: $500,000 (may be waived)
Location
Wilmington, NC
Most active in
Eric C has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Haborside Capital LLC
2019 - Present (7 years)
Liberty Capital Inc
2006 - 2022 (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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