Unclaimed Profile

Eric Richard Lewis

BEDROCK CAPITAL MANAGEMENT, INC.·LOS ALTOS, California

Series 65Clean record22 years registeredBEDROCK CAPITAL MANAGEMENT, INC.

5050 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 4707701Firm CRD# 120376

Profile Verification

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

Identity

Eric Richard Lewis · LOS ALTOS, CA

Registration

CRD #4707701 · BEDROCK CAPITAL MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEDROCK CAPITAL MANAGEMENT, INC.

UNITED CAPITAL FINANCIAL ADVISORS

Dec 2015 – Nov 2023

Menlo Park, CA

BEDROCK CAPITAL MANAGEMENT, INC.

Oct 2003 – Mar 2016

LOS ALTOS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 8, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEDROCK CAPITAL MANAGEMENT, INC.

CRD 120376 · SEC 801-61822

AUM

$310M

Regulatory assets under management

Employees

768 client accounts

Services offered by BEDROCK CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEDROCK CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Richard Lewis offer?

Eric Richard Lewis specializes in Financial Planning, Investment Management.

What are Eric Richard Lewis's credentials?

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

Where is Eric Richard Lewis located?

Eric Richard Lewis is based in LOS ALTOS, California, last registered with BEDROCK CAPITAL MANAGEMENT, INC..

How does Eric Richard Lewis charge for services?

Eric Richard Lewis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEDROCK CAPITAL MANAGEMENT, INC.?

BEDROCK CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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