AE
AE

Adam Eriksen

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
13 advisors
Number of Clients
7,767,132 clients
Average Client Portfolio
$1K average
Assets Under Management
$10.4B

Fee Structure

Financial Planning:Investment management only
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Location

5300 California Avenue, Irvine, CA, 92617

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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

Adam is a landlord managing a rental property since 2023. He dedicates minimal time to this real estate management activity.

Employment History
Current Registrations
Acorns
September 2017 - Present · 8 yrs 5 mos
Acorns Securities, LLC
September 2017 - Present · 8 yrs 5 mos
Acorns Securities, LLCBroker
September 2017 - Present · 8 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.