Erik Schei (CRD# 4886564) is an Investment Advisor Representative working at Gates Pass Advisors, LLC in Los Altos, CA and has over 18 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gates Pass Advisors, LLC | Los Altos, CA | Jun 2019 - Current | 4 |
| Aria Wealth Management, Inc. | San Jose, CA | Jul 2017 - Jun 2019 | 1 |
| Concert Wealth Management, Inc. | San Jose, CA | Feb 2007 - Mar 2018 | 11 |
| Omniscient Holdings | San Jose, CA | Jul 2013 - Oct 2017 | 4 |
| Sowell Management Services | San Jose, CA | Sep 2016 - Dec 2016 | < 1 |
| Private Client Advisors, LLC | San Jose, CA | Jul 2011 - Jun 2014 | 2 |
| Concert Capital Management, Inc. | San Jose, CA | Apr 2009 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- CA
- WA
-
Total Assets Under Management151MILLIONS
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$622,572
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, WA
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