Eric Swergold, financial advisor Mill Valley CA

Eric Swergold

CRD Number: 4636228
Current Firm: Firestorm Capital

Eric Swergold (CRD# 4636228) is an Investment Advisor Representative working at Firestorm Capital in Mill Valley, CA and has over 22 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor Mill Valley CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Mill Valley CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
David Medina, financial advisor Mill Valley CA
David J. Medina
CRD# 6424586
Global Retirement Partners LLC
Company Name Location Dates Years
Firestorm Capital, LLC San Francisco, CA Jan 2011 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2001
Contact Info for Eric B. Swergold
Phone Number: 415-244-2549
Registered State(s):
  • CA
Current Firm Details
Firestorm Capital
Firm's CRD Number: 155732
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $1,800,000
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Eric Swergold and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.