EB
Eric S. Barlow
ANDINA FAMILY OFFICES
Draper, UT 84020
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CRD#: 2243431
EB
Eric Stephan BarlowANDINA FAMILY OFFICES
Professional summary
Eric Stephan Barlow, ChFC®, who also goes by Eric S Barlow, Eric Barlow, is a registered financial advisor currently at ANDINA FAMILY OFFICES located in Draper, Utah.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Eric has worked at 4 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
Eric S Barlow | Eric Barlow
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.
Mr. Barlow maintains outside business interests that are separate and distinct from his role at Andina. These interests may include serving in various capacities such as officer, partner, or consultant, and involve certain advising and consulting activities that are beyond the scope of services provided by Andina. The outside business activities are listed as follows: Cottonwood Investment Management LLC, 1261 E. Wild Maple CT, Draper, UT 84020, The business is a holding company for personal investments that Mr. Barlow consults for private funds through. Starting in 2017. Mr. Barlow is an owner/manager of this LLC, consultant through this entity. spending approximately 10 hours per month during trading hours. Duties: Consulting. The business is investment related. Wasatch Peak Capital Partners LLC, 1300 N 200 E, Suite 112, Logan, UT 84341. The business is consulting for private funds as a member of the LLC, organized in 2026, approximately 4 hours a month, during trading hours. Duties: Consulting. The business is investment related. Andina EA Holdings LLC was established in December 2025 as a holding company formed to hold assets or engage in trade. Eric Barlow serves as a manager of this entity alongside Austin Scott. This activity is investment related. Mr. Barlow spends approximately 2 hours per month on this activity during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Stephan Barlow'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®
Experience
Current
January 10, 2019 - Present
ANDINA FAMILY OFFICES
Office #1: 344 W 13800 S Suite 220, Draper, UT 84020RIA
CRD#: 151762
Draper, UT
Past
February 10, 2012 - December 31, 2018
ANDINA FAMILY OFFICES
RIA
CRD#: 151762
SAN DIEGO, CA
Past
February 22, 2007 - March 20, 2008
INTERMOUNTAIN FINANCIAL SERVICES, INC.
BD
CRD#: 15386
HEBER CITY, UT
Past
May 29, 1992 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
May 29, 1992 - May 10, 2000
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ANDINA FAMILY OFFICES
ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS
CRD#: 151762 / SEC#: 801-80633
RIA
Registered Investment Advisory firm - (12/5/2014 Approved)California
Registered Investment Advisory firm - (1/14/2015 Terminated)Utah
Registered Investment Advisory firm - (12/16/2014 Terminated)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(1/11/2019)
IAR
Utah(1/10/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AF
ANDINA FAMILY OFFICES
ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS
CRD#: 151762 / SEC#: 801-80633
RIA
Registered Investment Advisory firm - (12/5/2014 Approved)California
Registered Investment Advisory firm - (1/14/2015 Terminated)Utah
Registered Investment Advisory firm - (12/16/2014 Terminated)Loading...
Contact information
Main Address
1300 N 200 E Suite 112, Logan, UT 84341
Mailing Address
Phone number
(801) 653-0564
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,341 |
| AUM (Assets Under Management) | $ 1,016,634,723 |
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.
