Erik H. Lembcke

URS ADVISORY

Stuart, FL 34994

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CRD#: 5953894

Professional summary

Erik Heinz Lembcke, CFP®, who also goes by Erik Lembcke, is a registered financial advisor currently at URS ADVISORY located in Stuart, Florida.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Erik has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erik Lembcke

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.

1) JEL ENTERPRISES INC. DBA URS INSURANCE; INVT REL; 4425 N Military Trail, Suite 205, Jupiter, FL 33458; INSURANCE AGENT; START 10/2016; Fixed INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Heinz Lembcke'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 2, 2018 - Present

URS ADVISORY

Office #1: 2400 Se Federal Highway Suite 210, Stuart, FL 34994Office #2: 4425 N Military Trail Suite 205, Jupiter, FL 33458

RIA

CRD#: 289892

Stuart, FL

Past

November 4, 2016 - December 31, 2017

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

STUART, FL

Past

November 3, 2016 - December 31, 2017

GRADIENT SECURITIES, LLC

CRD#: 127701

STUART, FL

Past

January 10, 2014 - September 26, 2016

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

PALM BEACH, FL

Past

December 10, 2013 - September 26, 2016

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

PALM BEACH, FL

Past

September 7, 2011 - August 26, 2013

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

PALM BEACH, FL

Past

August 23, 2011 - August 26, 2013

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

PALM BEACH, FL

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

Alabama
(5/27/2025)

IAR

California
(8/28/2024)

IAR

Florida
(1/2/2018)

IAR

Texas
(3/3/2025)

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: 8/31/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2011

General Securities Representative Examination

Current Firm

URS ADVISORY

URS ADVISORY | URS ADVISORY LLC

CRD#: 289892 / SEC#:

Alabama

Registered Investment Advisory firm - (5/23/2025 Approved)

California

Registered Investment Advisory firm - (8/28/2024 Approved)

Florida

Registered Investment Advisory firm - (1/2/2018 Approved)

Texas

Registered Investment Advisory firm - (2/25/2025 Conditional Restricted)

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Contact information

Main Address

4425 N Military Trail Suite 205, Jupiter, FL 33458

Mailing Address

Phone number

(561) 594-0100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 114,110,138

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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Erik H. Lembcke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Heinz Lembcke's CRS (Customer Relationship Summary).

Certified licenses

Experience

URS ADVISORY

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2011

SIE

Date: 12/31/2017

Series 7

Date: 8/22/2011

Current Firm

URS ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

URS ADVISORY

TRUST BUT VERIFY

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