Eric Berquist, financial advisor Palo Alto CA

Eric Berquist

CRD Number: 6872926
Current Firm: The Colony Group, LLC

Eric Berquist (CRD# 6872926) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
The Colony Group, LLC Boston, MA Mar 2024 - Current < 1
G.w. & Wade LLC Palo Alto, CA Oct 2017 - Mar 2024 6
Isabel Chiu & Company, LLP Milpitas, CA Feb 2015 - Sep 2017 2
Lin Tax Law Walnut Creek, CA Jan 2013 - Feb 2015 2
Essential Discovery San Francisco, CA Apr 2014 - Dec 2014 < 1
Beacon Hill Staffing Group San Francisco, CA Jan 2014 - Apr 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Eric J. Berquist
Phone Number: 617-723-8200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,880
    MILLIONS
  • Total Number of Accounts
    20,099
    ACCOUNTS
  • Average Account Value
    $939,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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