Erich E. Fritz
Professional summary
Erich Edward Fritz, who also goes by Erich Fritz, is a registered financial professional currently at HAMILTON GRANT LLC located in Calabasas, California.
Erich is registered as a RR (Registered Representative) and started their career in finance in 2010. Erich has worked at 7 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Erich Edward Fritz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2024 - Present
HAMILTON GRANT LLC
Office #1: 26963 Alsace Drive, Calabasas, CA 91302December 2, 2021 - November 13, 2023
UNION SQUARE ADVISORS LLC
March 3, 2021 - October 22, 2021
ROBERT W. BAIRD & CO. INCORPORATED
April 9, 2018 - February 11, 2021
JEFFERIES LLC
August 25, 2014 - February 20, 2018
RBC CAPITAL MARKETS, LLC
July 18, 2013 - August 15, 2014
CANACCORD GENUITY LLC
October 11, 2010 - November 12, 2012
UBS SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/9/2024)
(1/9/2024)
Exams
FINRA
Current Firm
HAMILTON GRANT LLC
CRD#: 166180 / SEC#: , 8-69192
Contact information
FINRA licenses (12 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| XEEN, LLC | MEMBER | |
| KEBETS, VADIM | MEMBER | 6141170 |
| KOCHAVI, DORON | MEMBER | 1011155 |
| KUO, ANDREW C | MEMBER | 4415637 |
| LEE, BONNY SY | MEMBER | 2486522 |
| O'CONNELL, THOMAS MICHAEL | MEMBER | 2529442 |
| REA, WENDY AUSTIN | MEMBER | 724857 |
| VIKHLYAEV, ALEXANDER | MEMBER; MEMBER BOARD OF MANAGERS | 7278312 |
| BIZUB, DONALD MICHAEL | CEO | 1600090 |
| COLLETT, DAVID WENDALL | VP, CFO | 2352407 |
| KAISER, BRADLEY CLIFFORD | CCO | 2523397 |
| MORRIS, JOHN M | CHAIRMAN, BOARD OF MANAGERS | 1655987 |
Red Flags
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