Eric T. Thurber

THREE BRIDGE WEALTH ADVISORS

LOS ALTOS, CA 94022

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CRD#: 2654696

Professional summary

Eric Thomas Thurber, CIMA® is a registered financial advisor currently at THREE BRIDGE WEALTH ADVISORS located in Los Altos, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Eric has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

International Farmhouse Foundation Board of Trustees; Non-investment-related; 1021 Jefferson Street Kansas City, MO 64105; Position: Chairman on the Board of Trustees ; Start date: 11/2023; Time: Approximately 2-5 hours a week; Description: Offers time and leadership as Chairman, no compensation received.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Thomas Thurber's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 27, 2020 - Present

THREE BRIDGE WEALTH ADVISORS

Office #1: 240 Third Street Suite 110, Los Altos, CA 94022

CRD#: 26091

NEW YORK, NY

Past

October 9, 1995 - October 1, 1997

MONTGOMERY SECURITIES

CRD#: 4357

SAN FRANCISCO, CA

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".

THREE BRIDGE WEALTH ADVISORS

THREE BRIDGE WEALTH ADVISORS | THREE BRIDGE WEALTH ADVISORS, LLC

CRD#: 150460 / SEC#: 801-70332

RIA

Registered Investment Advisory firm - (7/9/2009 Approved)

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
(2/27/2020)

IAR

New York
(9/16/2022)

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

State Security Law Exam

IAR

Series 65

Date: 11/10/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/1995

General Securities Representative Examination

Current Firm

THREE BRIDGE WEALTH ADVISORS

THREE BRIDGE WEALTH ADVISORS | THREE BRIDGE WEALTH ADVISORS, LLC

CRD#: 150460 / SEC#: 801-70332

RIA

Registered Investment Advisory firm - (7/9/2009 Approved)

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Contact information

Main Address

240 Third Street Suite 110, Los Altos, CA 94022

Mailing Address

Phone number

(650) 433-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TBWA - ADV PART 2A - FIRM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 817,768,814

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/09/2025	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Eric T. Thurber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Thomas Thurber's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANCTUARY SECURITIES LLC

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

THREE BRIDGE WEALTH ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

BANC OF AMERICA SECURITIES LLC

MONTGOMERY SECURITIES

Primary Firm SEC Registration

THREE BRIDGE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/1995

Series 63

Date: 10/17/1995

SIE

Date: 5/5/2017

Series 7

Date: 10/4/1995

Current Firm

THREE BRIDGE WEALTH ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THREE BRIDGE WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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