Unclaimed Profile

Eric Van Standifer

SPI STRATEGIES, LLC·OAKLAND, California

SIE, Series 4, Series 5, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO22 years registeredSPI STRATEGIES, LLC

350 FRANK H. OGAWA PLAZA, OAKLAND, CA 94612CRD# 1025776Firm CRD# 130295

Profile Verification

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

Identity

Eric Van Standifer · OAKLAND, CA

Registration

CRD #1025776 · SPI STRATEGIES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SPI STRATEGIES, LLC

SPI STRATEGIES, LLC

Jan 2017 – Jul 2020

OAKLAND, CA

BLAYLOCK VAN, LLC

Nov 2008 – Aug 2020

Boulder, CO

ROBERT VAN SECURITIES, INC.

Feb 2008 – Dec 2008

OAKLAND, CA

ROBERT VAN SECURITIES, INC.

Oct 2006 – Dec 2007

OAKLAND, CA

RVS FINANCIAL ADVISORS OF CALIFORNIA LLC

Sep 2004 – Sep 2007

OAKLAND, CA

SPI STRATEGIES, LLC

Mar 2004 – Dec 2016

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 5

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Registration record

First registered · March 19, 2004

Years registered · 22

Disclosure History

1991Customer Dispute·Settled

1984Customer Dispute·Settled

1984Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SPI STRATEGIES, LLC

CRD 130295 · SEC 801-112085

AUM

$3M

Regulatory assets under management

Employees

7 client accounts

Services offered by SPI STRATEGIES, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SPI STRATEGIES, LLC →

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 OAKLAND?

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

Browse OAKLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Van Standifer offer?

Eric Van Standifer specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Eric Van Standifer's credentials?

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

Where is Eric Van Standifer located?

Eric Van Standifer is based in OAKLAND, California, last registered with SPI STRATEGIES, LLC.

How does Eric Van Standifer charge for services?

Eric Van Standifer'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 SPI STRATEGIES, LLC?

SPI STRATEGIES, LLC has approximately 5 employees and manages $3M 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 →