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EG

Erik Giard-chase

BLUE SLATE INVESTMENT MANAGEMENT
Shelburne, VT
Some features on this profile are disabled
CRD#: 5210469
EG

Professional summary

Erik Giard-chase, who also goes by Erik Girard-chase, is a registered financial advisor currently at BLUE SLATE INVESTMENT MANAGEMENT located in Shelburne, Vermont.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Erik has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erik Girard-Chase

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 Erik Giard-chase'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

November 18, 2024 - Present

BLUE SLATE INVESTMENT MANAGEMENT

RIA
CRD#: 332847
Shelburne, VT
Past

December 20, 2022 - November 19, 2024

WESTVIEW INVESTMENT ADVISORS

RIA
CRD#: 305655
BURLINGTON, VT

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
Texas
(12/12/2024)
IAR
Vermont
(11/18/2024)

Exams

Current Firm

BS
BLUE SLATE INVESTMENT MANAGEMENT
BLUE SLATE INVESTMENT MANAGEMENT | BLUE SLATE WEALTH MANAGEMENT | BLUE SLATE INVESTMENT MANAGEMENT, LLC

CRD#: 332847 / SEC#:

Texas
Registered Investment Advisory firm - (12/10/2024 Conditional Restricted)
Vermont
Registered Investment Advisory firm - (11/15/2024 Approved)
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Contact information

Main Address
431 Pine St, Suite 215, Burlington, VT 05401
Mailing Address
Phone number
(802) 242-0019
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 3,702,610

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

BLUE SLATE INVESTMENT MANAGEMENT

CRD#: 332847Shelburne, VT

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