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EA

Eric M. Allbin

SEVEN POST INVESTMENT OFFICE LP
San Francisco, CA 94104-4505
Some features on this profile are disabled
CRD#: 4552856
EA

Professional summary

Eric Matthew Allbin, CFP®, CIMA® is a registered financial advisor currently at SEVEN POST INVESTMENT OFFICE LP located in San Francisco, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Matthew Allbin'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®
CFP®

Certified Financial Planner

CIMA®

Certified Investment Management Analyst

Experience

Current

September 23, 2011 - Present

SEVEN POST INVESTMENT OFFICE LP

Office #1: One Montgomery Street Suite 3150, San Francisco, CA 94104-4505
RIA
CRD#: 157435
San Francisco, CA
Past

October 10, 2006 - September 23, 2011

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

September 6, 2002 - July 24, 2006

OSAIC FA, INC.

RIA
CRD#: 3978
SAN RAMON, CA
Past

August 15, 2002 - April 4, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

August 15, 2002 - July 24, 2006

OSAIC FA, INC.

BD
CRD#: 3978
SAN RAMON, 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".
SP
SEVEN POST INVESTMENT OFFICE LP
BATHURST WEALTH, LLC | SEVEN POST PRIVATE INVESTMENT OFFICE | SEVEN POST INVESTMENT OFFICE LP | SEVEN POST

CRD#: 157435 / SEC#: 801-72411

RIA
Registered Investment Advisory firm - (5/26/2011 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
(9/23/2011)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/5/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/14/2002
General Securities Representative Examination

Current Firm

SP
SEVEN POST INVESTMENT OFFICE LP
BATHURST WEALTH, LLC | SEVEN POST PRIVATE INVESTMENT OFFICE | SEVEN POST INVESTMENT OFFICE LP | SEVEN POST

CRD#: 157435 / SEC#: 801-72411

RIA
Registered Investment Advisory firm - (5/26/2011 Approved)
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Contact information

Main Address
One Montgomery Street Suite 3150, San Francisco, CA 94104-4505
Mailing Address
Phone number
(415) 341-9300
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE MARCH 2024 (3/25/2025)

Regulatory assets under management

Total Number of Accounts231
AUM (Assets Under Management)$ 8,361,452,376

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
09/26/2024
Cover Page
Report
06/23/2023
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.

Company Information

SEVEN POST INVESTMENT OFFICE LP

CRD#: 157435San Francisco, CA 94104-4505

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