Erik Sweress, financial advisor Delaware OH

Erik Sweress

CRD Number: 5575232
Current Firm: Invesco Advisers, Inc.

Erik Sweress (CRD# 5575232) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Delaware, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Invesco Distributors, Inc. Houston, TX Jun 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Erik W. Sweress
Phone Number: 404-892-0896
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    738,307
    MILLIONS
  • Total Number of Accounts
    32,911
    ACCOUNTS
  • Average Account Value
    $22,433,454
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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