Erik Kidd, financial advisor Carlsbad CA
93 score

Erik Kidd

CRD Number: 4445617
Current Firm: Pgim Investments LLC

Erik Kidd (CRD# 4445617) is an Investment Advisor Representative working at Pgim Investments LLC in Carlsbad, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Investments LLC Carlsbad, CA Dec 2016 - Current 1
Prudential Insurance Company Of America Alamo, CA Nov 2016 - Current 1
Prudential Investment Management Services LLC Alamo, CA Nov 2016 - Current 1
Neuberger Berman LLC Newport Beach, CA May 2009 - Nov 2016 7
Neuberger Berman Management Inc. Dallas, TX Jul 2006 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Erik R. Kidd
Phone Number: 973-367-6608
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    265,023
    MILLIONS
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $1,318,523,954
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CT, FL, IL, IN, MA, MO, NJ, OH, PA, TN, TX, VA, WI

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

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