EB
EB

Erik G Bringsjord

6 Years of Experience
Areas of Practice
Investment ManagementAlternative Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
626 clients
Average Client Portfolio
$50K average
Assets Under Management
$31.1M

Fee Structure

Financial Planning:Investment management only
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Location

Stamford, CT

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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

Erik is an employee of Masterworks, LLC, an alternative investment platform, since September 2023. As a Masterworks Platform Associate, he performs defined administrative functions for a few hours per week.

Employment History
Current Registrations
Masterworks Advisers, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Arete Wealth Advisors, LLC
January 2022 - June 2023 · 1 yr 5 mos
Arete Wealth Management, LLCBroker
January 2022 - December 2022 · 11 mos
Independent Brokerage Solutions LLCBroker
April 2021 - January 2022 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2017 - March 2020 · 2 yrs 3 mos
State Registrations3 states
CTNYTX
Advisor
Exams
No exam information available for this advisor.