Advisor at Lake Road Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lake Road Advisors, LLC
Location
Ridgefield, WA
Credentials
CFP®, Series 65
Industry experience
6 years
Comprehensive Financial Planning: Upfront fee of $3,000 - $4,000 annually plus ongoing quarterly fee of $750 - $1,000 per quarter
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.85% $4,000,001+: Negotiable
Account minimum: $500,000, subject to negotiation
Lake Road Advisors, LLC
2022 - Present (4 years)
Blue Water Wealth, Inc.
2019 - 2022 (3 years)
San Diego State University
2018 - 2019 (1 year)
Permanent Value, Inc.
2018 - 2018 (1 year)
AleSmith Brewing Company
2017 - 2018 (1 year)
Helm's Brewing Company
2016 - 2017 (1 year)
Cismontane Brewing Company
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Battle Ground, WA
Edward Jones
CFP®, Series 66
Ridgefield, WA
Edward Jones
CFP®, Series 63, Series 66
Scappoose, OR
Edward Jones
ChFC®, Series 66
Scappoose, OR
Edward Jones
Series 66
Vancouver, WA
Edward Jones
Series 66
Vancouver, WA
Merrill
Eric Schwartz is a Private Wealth Advisor with Merrill Private Wealth Management, where he is a member of the Private Execute Services group. In this role, he concentrates on fixed-income strategies and is responsible for the team's fixed-income trading and manager selection. Eric began his career at Merrill in 2000, bringing prior experience from Southern Company, where he traded electricity and natural gas futures and options, and from Rodman & Renshaw, where he served as an assistant fixed-income trader. Eric holds a Bachelor of Business Administration in Finance from the University of Massachusetts at Amherst, earned in 1993, and a Master of Business Administration in Finance from the Goizueta Business School at Emory University, completed in 1997. He also holds the designation of Personal Investment Advisor (PIA). Residing in Glen Rock, New Jersey, Eric is actively involved in his community through coaching youth sports and participating in his synagogue. His personal interests include basketball, cooking, reading, music, tennis, and spending time with his family.
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