Erik LanzaCRD Number: 6037884
Current Firm: Strategic Advisers, Inc.
Erik Lanza (CRD# 6037884) is an Investment Advisor Representative working at Strategic Advisers, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Fidelity Investments||Sunnyvale, CA||Feb 2012 - Current||4|
|Fixya Inc.||San Mateo, CA||Sep 2011 - Feb 2012||< 1|
|Watt Saver Lighting||East Hartford, CT||Nov 2010 - Sep 2011||< 1|
|Restoration Management Group||Denver, CO||Jun 2010 - Sep 2010||< 1|
|Emory University||Atlanta, GA||Sep 2009 - May 2010||< 1|
|Cummings, Lanza, And Pernhagen, LLC||South Windsor, CT||Jun 2009 - Sep 2009||< 1|
|Emory University||Atlanta, GA||Sep 2008 - May 2009||< 1|
|Bestech Inc.||Ellington, CT||Jun 2008 - Sep 2008||< 1|
|Emory University||Atlanta, GA||Sep 2007 - May 2008||< 1|
|Volunteer For Parents||Broad Brook, CT||Jun 2007 - Sep 2007||< 1|
|Emory University||Atlanta, GA||Sep 2006 - May 2007||< 1|
|Lisa M. Bride Medical Billing||South Windsor, CT||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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