Eric Diandrea
WealthUnite Advisors · Manhasset, New York
Eric Diandrea is a fee-only financial advisor at WealthUnite Advisors in Manhasset, New York. Eric charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on cross-border (US / Canada), retirement planning and pension planning.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | WealthUnite Advisors |
|---|---|
| Based in | Manhasset, New York |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $63.1M across 48 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 5938602 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthunite.com |
| Profile |
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Questions about Eric
Is Eric Diandrea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and WealthUnite Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric charges a percentage of assets.
How much does Eric charge?
According to WealthUnite Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Eric Diandrea based?
Eric Diandrea is based in Manhasset, New York.
What does Eric specialize in?
Eric's specialties include cross-border (US / Canada), retirement planning and pension planning. Eric works with cross-border families.
Is Eric Diandrea registered with the SEC?
Yes. Eric Diandrea is registered as an investment adviser representative in NY and TX (CRD 5938602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthUnite Advisors manage?
WealthUnite Advisors reports $63.1M across 48 accounts in assets under management.
How do I contact Eric Diandrea?
Through Eric's website, www.wealthunite.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WealthUnite Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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