Unclaimed Profile

Steve Erikson

HALLMARK CAPITAL MANAGEMENT INC·WAYNE, New Jersey

Series 6, Series 63Clean record24 years registeredHALLMARK CAPITAL MANAGEMENT INC

1195 HAMBURG TURNPIKE, WAYNE, NJ 07470-5055CRD# 1346502Firm CRD# 108879

Profile Verification

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

Identity

Steve Erikson · WAYNE, NJ

Registration

CRD #1346502 · HALLMARK CAPITAL MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

VALLEY WEALTH MANAGERS, INC.

Jun 2024 – present

HALLMARK CAPITAL MANAGEMENT INC

Jul 2002 – Feb 2021

WEST PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALLEY WEALTH MANAGERS, INC.

CRD 108879 · SEC 801-25461

AUM

$2.2B

Regulatory assets under management

Employees

1,997 client accounts

Services offered by VALLEY WEALTH MANAGERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALLEY WEALTH MANAGERS, INC. →

Introduction

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Frequently Asked Questions

What services does Steve Erikson offer?

Steve Erikson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, New Jersey for a consultation.

What are Steve Erikson's credentials?

Steve Erikson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steve Erikson located?

Steve Erikson is based in WAYNE, New Jersey, working with HALLMARK CAPITAL MANAGEMENT INC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Steve Erikson charge for services?

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

How large is HALLMARK CAPITAL MANAGEMENT INC?

HALLMARK CAPITAL MANAGEMENT INC has approximately 52 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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