Unclaimed Profile

David Alan Ericson

MERCED CAPITAL, L.P.·MINNETONKA, Minnesota

Clean recordMERCED CAPITAL, L.P.

701 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 1737010Firm CRD# 137228

Profile Verification

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

Identity

David Alan Ericson · MINNETONKA, MN

Registration

CRD #1737010 · MERCED CAPITAL, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Alan Ericson is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with MERCED CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MERCED CAPITAL, L.P.

AUM

$636M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MERCED CAPITAL, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1737010

Firm CRD# 137228

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Alan Ericson offer?

David Alan Ericson specializes in Retirement Planning. Contact their office in MINNETONKA, Minnesota for a consultation.

What are David Alan Ericson's credentials?

David Alan Ericson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Ericson located?

David Alan Ericson is based in MINNETONKA, Minnesota, working with MERCED CAPITAL, L.P.. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does David Alan Ericson charge for services?

David Alan Ericson'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 MERCED CAPITAL, L.P.?

MERCED CAPITAL, L.P. has approximately 13 employees and manages $636M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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