Eric Willskytt, financial advisor Santa Monica CA

Eric Willskytt

CRD Number: 6756427
Current Firm: Align Impact, LLC

Eric Willskytt (CRD# 6756427) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Align Impact, LLC Santa Monica, CA Apr 2018 - Current 4
Hip Investor Inc. San Francisco, CA Aug 2015 - Apr 2018 2
Hip Investor Ratings LLC San Francisco, CA Aug 2015 - Apr 2018 2
San Francisco State University San Francisco, CA Aug 2015 - Dec 2016 1
Upspring Associates Santa Fe, NM Jun 2015 - Aug 2015 < 1
Hip Investor Inc. San Francisco, CA Feb 2015 - May 2015 < 1
Hip Investor Ratings LLC San Francisco, CA Feb 2015 - May 2015 < 1
San Francisco State University San Francisco, CA Aug 2013 - May 2015 1
Village Infrastructure Gothenburg, Mar 2013 - Aug 2013 < 1
International Travel Gothenburg, Aug 2012 - Aug 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Eric F. Willskytt
Phone Number: 805-243-8055
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $6,616,102
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, NC, NY, TX

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