Eric Davalos is a registered investment advisor, based in Aliso Viejo, CA, with 8 years of industry experience.
Location
30 Enterprise, Suite 100, Aliso Viejo, CA, 92656
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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.
Learn about disclosures →Employment History
Current Registrations
Sanctuary Advisors, LLC
October 2025 - Present · 7 mos
Sanctuary Securities, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - October 2025 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - October 2025 · 8 yrs 6 mos
State Registrations5 states
AZCACOFLWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.