Investment adviser representative · Lake Water Advisory, LLC
Eric Kinsey
CRD 6668498 · Sarasota, FL
At a glance
Eric Kinsey is an investment adviser representative with Lake Water Advisory, LLC in Sarasota, FL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Lake Water Advisory, LLCSince January 2026Sarasota, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Eric’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Lake Water Advisory, LLC
- Daniel G. BennettSarasota · Certified Financial Planner
Every advisor at Lake Water Advisory, LLC →Financial advisors in Sarasota, FL →Advisor Moves: who changed firms this week →