Unclaimed Profile

Eric James Schwertley

PGR SOLUTIONS, LLC·CAMPBELL, California

Clean recordPGR 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric James Schwertley is a registered financial advisor based in CAMPBELL, California, affiliated with PGR SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PGR SOLUTIONS, LLC

AUM

$676M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PGR SOLUTIONS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4995723

Firm CRD# 119490

View on FINRA BrokerCheck →

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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. Contact their office in CAMPBELL, California for a consultation.

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, working with PGR SOLUTIONS, LLC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.

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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