Eagle Point Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Fee options
$300 per hour for financial planning services
Fee-only: $300 per hour for financial planning services
Main office
One Bedford Farms Drive, Suite 100
Bedford NH 03110
Advisors at this office
3
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
Advisors at this firm
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.
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.
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.
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