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eAdvisor Compliance

eAdvisor Compliance Email Formats

Financial ServicesFlag of USGainesville, Florida, United States1-10 Employees

eAdvisor Compliance Email Formats

eAdvisor Compliance uses 1 email format. The most common is {first name} (e.g., john@eadvisorcompliance.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@eadvisorcompliance.com
100%

Key Contact at eAdvisor Compliance

Flag of US

Lance Mackenzie

President

Company overview

HeadquartersGainesville, Florida, United States
Phone number+13523311100
Website
NAICS52
SIC738
Keywords
Manuals, Regulatory Compliance Assistance, Brochure Supplement Design (Form Adv: Part 2B), Federal And State Registrations, Firm Brochure Design (Form Adv: Part 2A)
Founded1995
Employees1-10
Socials

About eAdvisor Compliance

eAdvisor works with federal and state RIAs to help them manage their compliance responsibilities. We design disclosure documents, administer the IARD system for the Form ADV and Form U-4 filings, process federal and state registrations, provide resource tools such as manuals and policies for regulatory oversight, client agreements, and more. Consulting services can be wrapped in annual maintenance agreements to handle reporting, as well as developing CCO Compliance Calendars that include guidance to complete reviews as part of the RIAs duty to self-govern.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

eAdvisor Compliance has never raised funding before.

eAdvisor Compliance Tech Stack

Discover the technologies and tools that power eAdvisor Compliance's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

SWFObject

SWFObject

Miscellaneous

UIKit

UIKit

UI frameworks

jQuery

jQuery

JavaScript libraries

Cufon

Cufon

Font scripts

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

eAdvisor Compliance is located in Gainesville, Florida, US.
You can reach eAdvisor Compliance at +13523311100.
eAdvisor Compliance was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.
eAdvisor Compliance has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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