Unclaimed Profile

Eric George Erickson

BARNSTONE ADVISORS LLC·PHOENIXVILLE, Pennsylvania

Series 7, Series 63, Series 65Clean record2 years registeredBARNSTONE ADVISORS LLC

388 W. POTHOUSE ROAD, PHOENIXVILLE, PA 19460CRD# 4085094Firm CRD# 144511

Profile Verification

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

Identity

Eric George Erickson · PHOENIXVILLE, PA

Registration

CRD #4085094 · BARNSTONE ADVISORS LLC · 2 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BARNSTONE ADVISORS LLC

BARNSTONE ADVISORS LLC

Jul 2024 – Jan 2026

PHOENIXVILLE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 24, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARNSTONE ADVISORS LLC

CRD 144511 · SEC 801-112449

AUM

$178M

Regulatory assets under management

Employees

181 client accounts

Services offered by BARNSTONE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BARNSTONE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Eric George Erickson offer?

Eric George Erickson specializes in Financial Planning, Investment Management, Wealth Management.

What are Eric George Erickson's credentials?

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

Where is Eric George Erickson located?

Eric George Erickson is based in PHOENIXVILLE, Pennsylvania, last registered with BARNSTONE ADVISORS LLC.

How does Eric George Erickson charge for services?

Eric George Erickson'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 BARNSTONE ADVISORS LLC?

BARNSTONE ADVISORS LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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