AdvisorOS Directory
Claim Profile
Unclaimed Profile
EC

Eric Todd Cedergreen

PACHIRA INVESTMENTS, INC.·DANA POINT, California
Series 7, Series 9, Series 10, Series 63, Series 65Clean record19 years registeredPACHIRA INVESTMENTS, INC.
24941 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629CRD# 2376216Firm CRD# 164405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Todd Cedergreen · DANA POINT, CA
Registration
CRD #2376216 · PACHIRA INVESTMENTS, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

THE CLARK GROUP ASSET MANAGEMENT
Sep 2012 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Aug 2006 – Oct 2012
SHERMAN OAKS, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · August 16, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACHIRA INVESTMENTS, INC.
CRD 164405 · SEC 801-77136
AUM
$245M
Regulatory assets under management
Employees
5
657 client accounts
Services offered by PACHIRA INVESTMENTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACHIRA INVESTMENTS, INC. →
Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DANA POINT?

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

Browse DANA POINT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Eric Todd Cedergreen offer?
Eric Todd Cedergreen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DANA POINT, California for a consultation.
What are Eric Todd Cedergreen's credentials?
Eric Todd Cedergreen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Todd Cedergreen located?
Eric Todd Cedergreen is based in DANA POINT, California, working with PACHIRA INVESTMENTS, INC.. Their office serves clients in the DANA POINT metropolitan area and surrounding communities.
How does Eric Todd Cedergreen charge for services?
Eric Todd Cedergreen's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACHIRA INVESTMENTS, INC.?
PACHIRA INVESTMENTS, INC. has approximately 5 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PACHIRA INVESTMENTS, INC.

Raymond Musset Clark
DANA POINT, CA

More Advisors in DANA POINT, California

Kevin Murphy
VALUABLE CAPITAL ADVISORS, LLC·DANA POINT, CA
Leslie Ann Calhoun
OPTIVEST, INC.·DANA POINT, CA
Lettie Hada Pivan
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.·DANA POINT, CA
Gerald Howard Klein
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.·DANA POINT, CA
Mark Sholes Vanmourick
OPTIVEST, INC.·DANA POINT, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile