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Sviatlana V Erickson

BLUE ROCK ADVISORS, LLC·EXCELSIOR, Minnesota
Unclaimed Profile
26370 ARBOR CREEK LANE, EXCELSIOR, MN 55331CRD# 7423468Firm CRD# 281831
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About

Sviatlana V Erickson is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with BLUE ROCK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BLUE ROCK ADVISORS, LLC
BLUE ROCK ADVISORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BLUE ROCK ADVISORS, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7423468
Firm CRD# 281831
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sviatlana V Erickson offer?
Sviatlana V Erickson specializes in Retirement Planning. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Sviatlana V Erickson's credentials?
Sviatlana V Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sviatlana V Erickson located?
Sviatlana V Erickson is based in EXCELSIOR, Minnesota, working with BLUE ROCK ADVISORS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Sviatlana V Erickson charge for services?
Sviatlana V Erickson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE ROCK ADVISORS, LLC?
BLUE ROCK ADVISORS, LLC has approximately 6 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EXCELSIOR
Jason Patrick Good — INTELLIGENT FINANCIAL STRATEGIES, LLCRobert Wagner Fullerton — BLUE ROCK ADVISORS, LLCMark Frederick Steen — BLUE ROCK ADVISORS, LLCAngela Merkel Knutzen — BLUE ROCK ADVISORS, LLCRobert Todd Moodey — CASTALIAN PARTNERS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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