Unclaimed Profile

Carl George Erickson

WHITEGATE INVESTMENT COUNSELORS, INC.·CONCORD, New Hampshire

Series 7, Series 63, Series 65Clean record34 years registeredWHITEGATE INVESTMENT COUNSELORS, INC.

46 SOUTH MAIN STREET, CONCORD, NH 03301CRD# 814134Firm CRD# 107732

Profile Verification

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

Identity

Carl George Erickson · CONCORD, NH

Registration

CRD #814134 · WHITEGATE INVESTMENT COUNSELORS, INC. · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHITEGATE INVESTMENT COUNSELORS, INC.

WHITEGATE INVESTMENT COUNSELORS, INC.

May 1992 – Jan 2025

CONCORD, NH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 19, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITEGATE INVESTMENT COUNSELORS, INC.

CRD 107732 · SEC 801-40719

AUM

$674M

Regulatory assets under management

Employees

490 client accounts

Services offered by WHITEGATE INVESTMENT COUNSELORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WHITEGATE INVESTMENT COUNSELORS, INC. →

Introduction

Speak with Carl

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

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

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, New Hampshire or claim this profile if it's yours.

Browse CONCORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Carl George Erickson offer?

Carl George Erickson specializes in Investment Management, Wealth Management.

What are Carl George Erickson's credentials?

Carl George Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl George Erickson located?

Carl George Erickson is based in CONCORD, New Hampshire, last registered with WHITEGATE INVESTMENT COUNSELORS, INC..

How does Carl George Erickson charge for services?

Carl George Erickson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITEGATE INVESTMENT COUNSELORS, INC.?

WHITEGATE INVESTMENT COUNSELORS, INC. has approximately 5 employees and manages $674M 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 →