Gregory Erwin, financial advisor Eugene OR
93 score

Gregory Erwin

CRD Number: 1184802
Current Firm: Sapient Private Wealth Management, LLC

Gregory Erwin (CRD# 1184802) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 32 years of experience in the finance industry.

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Sapient Private Wealth Management, LLC
Company Name Location Dates Years
Sapient Private Wealth Management, LLC Eugene, OR Sep 2011 - Current 5
Sapient Private Wealth Management LLC Eugene, OR Sep 2010 - Sep 2011 1
Morgan Stanley Smith Barney Eugene, OR Jun 2009 - Sep 2010 1
Citigroup Global Markets Inc. Eugene, OR Jan 1984 - Sep 2010 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Gregory P. Erwin
Phone Number: 541-762-0300
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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


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

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