Erin Sinclair, financial advisor Burlingame CA
93 score

Erin Sinclair

CRD Number: 1110045
Current Firm: Edward Jones

Erin Sinclair (CRD# 1110045) is an Investment Advisor Representative working at Edward Jones in Burlingame, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Feb 2014 - Current 2
Morgan Stanley Smith Barney San Jose, CA Jun 2012 - Jan 2014 1
Unemployed San Francisco, CA Mar 2007 - Jun 2012 5
Rcm Capital Management San Francisco, CA Oct 1999 - Mar 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Erin Sinclair
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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