Erik Andersen (CRD# 6054505) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 9 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Paramus, NJ | May 2022 - Current | 1 |
| Steward Partners Global Advisory LLC | Paramus, NJ | Jun 2021 - Current | 2 |
| Steward Partners Investment Advisory LLC | Paramus, NJ | Jun 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Paramus, NJ | Jun 2021 - May 2022 | < 1 |
| Bank Of America, N.a. | Paramus, NJ | Apr 2018 - Jun 2021 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus, NJ | Mar 2018 - Jun 2021 | 3 |
| Bankers Life Securities, Inc. | Parsippany, NJ | May 2016 - Feb 2018 | 1 |
| Bankers Life & Casualty | Parsippany, NJ | Nov 2007 - Feb 2018 | 10 |
| Proequities, Inc. | Parsipanny, NJ | Apr 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- NJ
- TX
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Total Assets Under Management12,169MILLIONS
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Total Number of Accounts27,637ACCOUNTS
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Average Account Value$440,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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