Eagle Point Investment Advisors, Inc. logo

Eagle Point Investment Advisors, Inc.

Updated today

Client assets under management

$0

Clients

0

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

Eagle Point Investment Advisors, Inc. is a state-registered investment adviser that provides financial planning and consulting to individuals, business owners, and corporations. The firm concentrates on preparing written financial plans and one-time or periodic consultations covering investment, retirement, education, tax, estate, and insurance planning rather than ongoing portfolio management.

In forming recommendations, Eagle Point collects information about a client’s financial situation, goals, risk tolerance and may use a blend of fundamental, technical, charting and cyclical analyses to develop its advice; deliverables typically include a written report and one or more meetings and are normally completed within a defined engagement period. The firm does not accept discretionary trading authority or custody of client assets and bills for planning and advisory work on a non-negotiable hourly basis rather than charging percentage-of-assets fees.

Noteworthy for a firm in this category, several of Eagle Point’s representatives are licensed insurance agents who may recommend and sell accident, health and non-variable life insurance and receive commissions, a conflict the brochure discloses. The firm’s advisors are also registered representatives of LPL Financial and use LPL for brokerage/custodial services; the brochure discloses receipt of transition assistance, soft-dollar benefits and other payments from LPL that could create an incentive to recommend that custodian, while the firm reports no assets under management.

Client services

Financial planning

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Project-based

$300 per hour for financial planning services

Other

Fee-only: $300 per hour for financial planning services

Main office location

Eagle Point Investment Advisors, Inc.

One Bedford Farms Drive, Suite 100

Bedford NH 03110, United States

Number of offices

1

Most active in

New Hampshire

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott D

Series 63, Series 65

Bedford, NH

Eagle Point Investment Advisors, Inc.

Scott Dudley is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been affiliated with LPL Financial since 2001 and also provides financial planning and consulting services through Eagle Point Investment Advisors, Inc., an independent firm he has been involved with since 2012. Outside of advisory work, he is a minority investor in a brewery restaurant. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

user avatar

Joseph S

Series 63, Series 65

Bedford, NH

Eagle Point Investment Advisors, Inc.

Joseph Suozzo Jr. is a financial advisor with LPL Financial based in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Eagle Point Investment Advisors, Inc., Joe Suozzo Insurance Corp, and Allstate Financial Services. He also provides financial planning and consulting services independently through Eagle Point Investment Advisors, Inc. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

user avatar

Edward H

CFP®, Series 66

Bedford, NH

Eagle Point Investment Advisors, Inc.

Edward Hickey Jr. is a CFP®-designated financial advisor with LPL Financial, based in Bedford, NH, and has 28 years of industry experience. He has been associated with LPL Financial since 1998 and founded Eagle Point Investment Advisors, Inc. in 2012, through which he provides financial planning and consulting services as an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment and service options, combining large-scale advisory operations with various non-advisory product offerings.

Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")