Claim Profile
EK

Erin Rachel Kogan

GRIDMATIC INC.·CUPERTINO, California
Unclaimed Profile
20450 STEVENS CREEK BLVD, CUPERTINO, CA 95014CRD# 5167115Firm CRD# 330591
01

About

Erin Rachel Kogan is a registered financial advisor based in CUPERTINO, California, affiliated with GRIDMATIC INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
GRIDMATIC INC.
GRIDMATIC INC.
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 5167115
Firm CRD# 330591
View on FINRA BrokerCheck →

Looking for a financial advisor in CUPERTINO?

Browse all registered financial advisors in CUPERTINO, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Erin Rachel Kogan offer?
Erin Rachel Kogan is a registered financial advisor in CUPERTINO, California. Contact their office for details on services offered.
What are Erin Rachel Kogan's credentials?
Erin Rachel Kogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Rachel Kogan located?
Erin Rachel Kogan is based in CUPERTINO, California, working with GRIDMATIC INC.. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How large is GRIDMATIC INC.?
GRIDMATIC INC. is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty