Eileen L. Loustau
Professional summary
Eileen Louise Loustau, CFP®, who also goes by Eileen Louise Utter, Eileen Utterlessin, is a registered financial advisor currently at ASTI FINANCIAL MANAGEMENT located in Napa, California and ARCADIAN ASSOCIATES, LLC located in Napa, California.
Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Eileen has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eileen Louise Loustau's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
June 1, 2022 - Present
ASTI FINANCIAL MANAGEMENT
February 5, 2026 - Present
ARCADIAN ASSOCIATES, LLC
March 29, 2016 - February 14, 2018
BANCWEST INVESTMENT SERVICES, INC.
July 9, 2015 - November 16, 2015
LTC INVESTMENT SERVICES, INC.
January 3, 2012 - October 10, 2013
BLACKROCK INVESTMENTS, LLC
November 5, 2009 - December 31, 2011
BLACKROCK FUND DISTRIBUTION COMPANY
July 28, 2008 - December 31, 2009
BLACKROCK EXECUTION SERVICES
August 12, 1999 - December 31, 2002
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2022)
Exams
Current Firm
ASTI FINANCIAL MANAGEMENT
CRD#: 137405 / SEC#:
Contact information
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