EB
EB

Eric Scott Bergeson

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
244 clients
Average Client Portfolio
$114.4M average
Assets Under Management
$27.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eric is the President and Director of Marketing at Wasatch Advisors LP, overseeing sales and marketing. This is an investment-related activity and takes nearly full-time hours, with more time spent during trading hours.

Employment History
Current Registrations
Alps Distributors, INC.Broker
April 2003 - Present · 22 yrs 10 mos
Wasatch Advisors LP
January 2000 - Present · 26 yrs 1 mo
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.