Jeffery S. Erber

GREY OWL CAPITAL MANAGEMENT

Arlington, VA 22203

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CRD#: 5023117

Professional summary

Jeffery Stephen Erber, who also goes by Jeffrey S Erber, is a registered financial advisor currently at GREY OWL CAPITAL MANAGEMENT, LLC located in Arlington, Virginia.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffery has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey S Erber

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.

CHEESETIQUE - RETAIL FOOD PROVIDER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Stephen Erber'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

May 29, 2009 - Present

GREY OWL CAPITAL MANAGEMENT, LLC

Office #1: 4250 Fairfax Drive Suite 600, Arlington, VA 22203

RIA

CRD#: 149998

Arlington, VA

Past

December 2, 2005 - May 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VIENNA, VA

Past

November 3, 2005 - May 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VIENNA, VA

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

Pennsylvania
(9/9/2024)

IAR

Virginia
(5/29/2009)

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 66

Date: 12/1/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/2/2005

General Securities Representative Examination

Current Firm

GREY OWL CAPITAL MANAGEMENT, LLC

CRD#: 149998 / SEC#: 801-70120

RIA

Registered Investment Advisory firm - (6/26/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/9/2024 Approved)

Virginia

Registered Investment Advisory firm - (4/27/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4250 Fairfax Drive Suite 600, Arlington, VA 22203

Mailing Address

Phone number

(703) 459-9400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 39,758,449

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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Jeffery S. Erber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Stephen Erber's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREY OWL CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2005

Series 7

Date: 11/2/2005

Current Firm

GREY OWL CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREY OWL CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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