Gregory Erwin (CRD# 1184802) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 40 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sapient Private Wealth Management, LLC | Eugene, OR | Sep 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- OR
-
Total Assets Under Management1,256MILLIONS
-
Total Number of Accounts592ACCOUNTS
-
Average Account Value$2,121,038
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Other
AZ, CA, CO, LA, OR, TX, VA, WA
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