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Dean Charles Erickson

BIONIC CAPITAL
Melbourne, FL
·CRD# 1146314·43 years experience

Professional Summary

Dean Charles Erickson is a registered financial advisor currently at BIONIC CAPITAL located in Melbourne, Florida. Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Dean has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 3 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

BIONIC CAPITAL·CRD# 150240
RIA
1. Melbourne, FL2. 7901 4th St N #20028, St. Petersburg, FL 33702
February 17, 2022 - Present
BIONIC CAPITAL·CRD# 150240
RIA
Florida, FL
July 21, 2009 - November 20, 2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·CRD# 13609
RIA
Los Angeles, CA
July 9, 2008 - July 24, 2009
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·CRD# 13609
BD
Los Angeles, CA
July 9, 2008 - July 24, 2009
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Beverly Hills, CA
August 8, 2006 - July 24, 2008
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Beverly Hills, CA
July 25, 2006 - July 24, 2008
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
September 16, 1987 - May 13, 1988
MOSELEY SECURITIES CORPORATION·CRD# 7908
BD
February 5, 1987 - July 22, 1987
MILLER TABAK HIRSCH & CO.·CRD# 10384
BD
June 27, 1983 - September 9, 1986

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Current Firm

BC
BIONIC CAPITAL

ADVISORS WEALTH | BIONIC WEALTH MANAGEMENT | BIONIC SHARES | BIONIC PORTFOLIOS | BIONIC FUNDS | BIONIC FINANCIAL | BIONIC CAPITAL LLC | BIONIC CAPITAL | BIONIC BANK

CRD#: 150240
California
Registered Investment Advisory firm - California (11/20/2021 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (12/24/2018 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/17/2022 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

7901 4th St N #20028, St. Petersburg, FL 33702

Phone Number

(310) 734-8500

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

46

AUM (Assets Under Management)

$36,000,000

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I own StartupDomains.com and BrandLily.com through which I sell domain names. Working from my home, I have conducted this non-investment-related business since 2008. I work approximately 20 minutes each day. Time spent on this business during securities trading hours is de minimis and typically zero. My job is to source domains and sell them.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(2/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2006About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1987About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jul 2006About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Dec 1987About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Dean Charles Erickson's CRS (Customer Relationship Summary).

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