Erik Boe is a registered investment advisor, based in Ketchum, ID, with 25 years of industry experience.
Location
675 Sun Valley Road, Suite G, Ketchum, ID, 83340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erik is the treasurer for the Sun Valley Community Foundation, dedicating minimal time to budgeting and administration. He is also an independent licensed insurance agent, spending minimal time providing needs discovery and introductions to insurance experts, and a managing director at Robertson Stephens Wealth Management, LLC.
Employment History
Current Registrations
Robertson Stephens Capital Markets, LLCBroker
Robertson Stephens
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations5 states
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