Unclaimed Profile

Eric James Schwertley

PGR SOLUTIONS, LLC·CAMPBELL, California

Clean record21 years registeredPGR SOLUTIONS, LLC

51 E. CAMPBELL AVE., CAMPBELL, CA 95008-2052CRD# 4995723Firm CRD# 119490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric James Schwertley · CAMPBELL, CA

Registration

CRD #4995723 · PGR SOLUTIONS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PGR SOLUTIONS, LLC

PGR SOLUTIONS, LLC

Jul 2005 – Jun 2019

CAMPBELL, CA

Registrations & Exams

Registration record

First registered · July 8, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PGR SOLUTIONS, LLC

CRD 119490 · SEC 801-62632

AUM

$676M

Regulatory assets under management

Employees

1,003 client accounts

Services offered by PGR SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PGR SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric James Schwertley offer?

Eric James Schwertley specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Eric James Schwertley's credentials?

Eric James Schwertley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric James Schwertley located?

Eric James Schwertley is based in CAMPBELL, California, last registered with PGR SOLUTIONS, LLC.

How does Eric James Schwertley charge for services?

Eric James Schwertley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PGR SOLUTIONS, LLC?

PGR SOLUTIONS, LLC has approximately 18 employees and manages $676M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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