DE
CFA
DE
CFA

Dean Erickson

19 Years of Experience
St. Petersburg, FL

Dean Erickson is a CFA-designated registered investment advisor at Bionic Capital, based in St. Petersburg, FL, with 19 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 19 clients with $36M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$36.0M
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Location

7901 4th St N, #20028, St. Petersburg, FL, 33702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dean owns StartupDomains.com and BrandLily.com, selling domain names since 2008. He spends minimal time on this non-investment-related business.

Employment History
Current Registrations
Bionic Capital
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Bionic Capital
July 2009 - November 2021 · 12 yrs 4 mos
UBS Financial Services INC.
August 2006 - July 2008 · 1 yr 11 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Dean Erickson - Financial Advisor | TrueAdvisor