Erick G. Schenkhuizen

US CAPITAL GLOBAL WEALTH MANAGEMENT

Carlsbad, CA

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CRD#: 2242768

Professional summary

Erick Glenn Schenkhuizen is a registered financial advisor currently at US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC located in Carlsbad, California.

Erick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Erick has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

4/2025PRESENTUS CAPITAL GLOBAL WEALTH MANAGEMENT LLCSan FranciscoCalifornia Investment advisor. 50 percent of working day spent on advisory business. 09/2025PRESENTUS Capital Global Securities LLCSan FranciscoCalifornia Investment Banking 50 percent of working day spent on investment banking business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erick Glenn Schenkhuizen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 25, 2025 - Present

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

RIA

CRD#: 299885

Carlsbad, CA

Past

October 28, 2024 - March 25, 2025

ZERO DAY CAPITAL ENTERPRISES LLC

RIA

CRD#: 331228

Carlsbad, CA

Past

May 23, 2024 - October 23, 2024

ZERO DAY CAPITAL ENTERPRISES LLC

RIA

CRD#: 331228

Carlsbad, CA

Past

April 8, 2024 - January 22, 2025

TACTIVE ADVISORS, LLC

RIA

CRD#: 309311

Carlsbad, CA

Past

May 31, 2022 - May 17, 2024

EMPIRIKAL PARTNERS LLC

RIA

CRD#: 282691

Carlsbad, CA

Past

March 11, 2020 - June 24, 2022

CLARAPHI ADVISORY NETWORK, LLC

RIA

CRD#: 165868

Carlsbad, CA

Past

June 20, 2019 - April 3, 2020

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Escondido, CA

Past

June 20, 2019 - April 3, 2020

PENSIONMARK SECURITIES, LLC

CRD#: 283952

Escondido, CA

Past

December 14, 2015 - December 17, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

CARLSBAD, CA

Past

August 7, 2012 - July 30, 2019

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

CARLSBAD, CA

Past

March 20, 2009 - June 12, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

CARLSBAD, CA

Past

March 20, 2009 - July 2, 2019

LPL FINANCIAL LLC

CRD#: 6413

CARLSBAD, CA

Past

March 16, 2007 - March 23, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN DIEGO, CA

Past

September 15, 1997 - December 31, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN DIEGO, CA

Past

September 15, 1997 - March 23, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN DIEGO, CA

Past

May 3, 1994 - September 18, 1997

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

April 12, 1993 - November 1, 1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

CRD#: 13741

EL PASO, TX

Past

July 13, 1992 - April 8, 1993

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

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.

Highlighted states indicate IAR registrations

IAR

California
(4/25/2025)

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

State Security Law Exam

IAR

Series 65

Date: 3/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/10/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/24/1999

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/8/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/3/1997

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 6/12/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

US CAPITAL GLOBAL WEALTH MANAGEMENT LLC | US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

CRD#: 299885 / SEC#:

California

Registered Investment Advisory firm - (3/27/2019 Approved)

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Contact information

Main Address

1 Ferry Building Suite 201, San Francisco, CA 94111

Mailing Address

Phone number

(917) 923-9649

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 19,000,000

Red Flags

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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Firm Stability Insights

Erick G. Schenkhuizen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erick Glenn Schenkhuizen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZERO DAY CAPITAL ENTERPRISES LLC

ZERO DAY CAPITAL ENTERPRISES LLC

TACTIVE ADVISORS, LLC

EMPIRIKAL PARTNERS LLC

CLARAPHI ADVISORY NETWORK, LLC

WORLD INVESTMENT ADVISORS, LLC

PENSIONMARK SECURITIES, LLC

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE ADVISOR SERVICES, INC.

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

H.J. MEYERS & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/1999

Series 63

Date: 7/16/1992

SIE

Date: 6/10/2025

Series 31

Date: 4/24/1999

Series 7

Date: 7/8/1992

Series 24

Date: 7/3/1997

Series 8

Date: 6/12/1996

Current Firm

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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