Unclaimed Profile

Erin Kylie Chrislock

STW FIXED INCOME MANAGEMENT LLC·CARPINTERIA, California

Clean recordSTW FIXED INCOME MANAGEMENT LLC

6185 CARPINTERIA AVENUE, CARPINTERIA, CA 93013CRD# 5235527Firm CRD# 107729

Profile Verification

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

Identity

Erin Kylie Chrislock · CARPINTERIA, CA

Registration

CRD #5235527 · STW FIXED INCOME MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erin Kylie Chrislock is a registered financial advisor based in CARPINTERIA, California, affiliated with STW FIXED INCOME MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STW FIXED INCOME MANAGEMENT LLC

AUM

$11.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STW FIXED INCOME MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5235527

Firm CRD# 107729

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erin Kylie Chrislock offer?

Erin Kylie Chrislock specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CARPINTERIA, California for a consultation.

What are Erin Kylie Chrislock's credentials?

Erin Kylie Chrislock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erin Kylie Chrislock located?

Erin Kylie Chrislock is based in CARPINTERIA, California, working with STW FIXED INCOME MANAGEMENT LLC. Their office serves clients in the CARPINTERIA metropolitan area and surrounding communities.

How does Erin Kylie Chrislock charge for services?

Erin Kylie Chrislock'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 STW FIXED INCOME MANAGEMENT LLC?

STW FIXED INCOME MANAGEMENT LLC has approximately 37 employees and manages $11.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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