AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ES

Eric J. Santolucito

STANCORP EQUITIES
Portland, OR 97204
Some features on this profile are disabled
CRD#: 5232315
ES

Professional summary

Eric Joseph Santolucito, who also goes by Eric Joseph Santolucito, Eric Santolucito, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.

Eric is registered as a RR (Registered Representative) and started their career in finance in 2006. Eric has worked at 9 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eric Joseph Santolucito | Eric Santolucito

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) - BD

Click below to view Eric Joseph Santolucito'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

September 29, 2022 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204
BD
CRD#: 19517
Portland, OR
Past

June 13, 2019 - August 1, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 7, 2017 - December 3, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CHARLOTTE, NC
Past

October 31, 2007 - February 15, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
CHARLOTTE, NC
Past

July 9, 2007 - September 6, 2013

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
BOSTON, MA
Past

July 9, 2007 - September 6, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
BOSTON, MA
Past

July 9, 2007 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
CHARLOTTE, NC
Past

May 21, 2007 - June 30, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC
Past

December 14, 2006 - May 3, 2007

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/2/2025)
RR
Alaska
(1/2/2025)
RR
Arizona
(1/2/2025)
RR
Arkansas
(1/2/2025)
RR
California
(1/2/2025)
RR
Colorado
(1/2/2025)
RR
Connecticut
(1/2/2025)
RR
Delaware
(1/2/2025)
RR
District of Columbia
(1/2/2025)
RR
Florida
(1/2/2025)
RR
Georgia
(1/2/2025)
RR
Hawaii
(1/2/2025)
RR
Idaho
(1/2/2025)
RR
Illinois
(1/2/2025)
RR
Indiana
(1/2/2025)
RR
Iowa
(1/2/2025)
RR
Kansas
(1/2/2025)
RR
Kentucky
(1/2/2025)
RR
Louisiana
(1/2/2025)
RR
Maine
(1/2/2025)
RR
Maryland
(1/2/2025)
RR
Massachusetts
(1/2/2025)
RR
Michigan
(1/2/2025)
RR
Minnesota
(1/2/2025)
RR
Mississippi
(1/2/2025)
RR
Missouri
(1/2/2025)
RR
Montana
(1/2/2025)
RR
Nebraska
(1/2/2025)
RR
Nevada
(1/2/2025)
RR
New Hampshire
(1/2/2025)
RR
New Jersey
(1/2/2025)
RR
New Mexico
(1/2/2025)
RR
New York
(1/2/2025)
RR
North Carolina
(9/29/2022)
RR
North Dakota
(1/2/2025)
RR
Ohio
(1/2/2025)
RR
Oklahoma
(1/2/2025)
RR
Oregon
(1/2/2025)
RR
Pennsylvania
(1/2/2025)
RR
Rhode Island
(1/2/2025)
RR
South Carolina
(1/2/2025)
RR
South Dakota
(1/2/2025)
RR
Tennessee
(1/2/2025)
RR
Texas
(1/2/2025)
RR
Utah
(1/2/2025)
RR
Vermont
(1/2/2025)
RR
Virginia
(1/2/2025)
RR
Washington
(1/2/2025)
RR
West Virginia
(1/2/2025)
RR
Wisconsin
(1/2/2025)
RR
Wyoming
(1/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/11/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/13/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/28/2010
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/5/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SE
STANCORP EQUITIES, INC.
STANCORP EQUITIES, INC. | STANWEST EQUITIES, INC. | STANDARD EQUITIES, INC.

CRD#: 19517 / SEC#: , 8-37563

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1100 Sw Sixth Avenue, Portland, OR 97204-1093
Mailing Address
900 Sw 5th Avenue, C22, Portland, OR 97204-1093
Phone number
(971) 321-8830
Established
Oregon since 10/02/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
STANCORP FINANCIAL GROUP, INC.OWNER OF STANCORP EQUITIES, INC.
BURLIE, JASON MATTHEWPRESIDENT4072452
HUANG, JAMES PEI-YUENSECRETARY4020305
LIM, CHARLESCHIEF COMPLIANCE OFFICER5039063
MARTIN, SHANNON MICHELLE2ND VICE PRESIDENT AND ASSISTANT CONTROLLER7616238
PAGLIARULO, DAVID CTREASURER, FINOP6883045

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

STANCORP EQUITIES, INC.

CRD#: 19517Portland, OR 97204

TRUST BUT VERIFY

Monitor Eric Santolucito

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
Jason Townsend Lambert
Jason LambertAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.