


eAdvisor Compliance Email Formats
Financial Services • Gainesville, Florida, United States • 1-10 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.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@eadvisorcompliance.com | 100% |
Key Contact at eAdvisor Compliance
Lance Mackenzie
President
Company overview
| Headquarters | Gainesville, Florida, United States |
| Phone number | +13523311100 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Manuals, Regulatory Compliance Assistance, Brochure Supplement Design (Form Adv: Part 2B), Federal And State Registrations, Firm Brochure Design (Form Adv: Part 2A) |
| Founded | 1995 |
| Employees | 1-10 |
| 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
Funding Data
eAdvisor Compliance has never raised funding before.
eAdvisor Compliance Tech Stack
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Frequently asked questions
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