ER
Eric C. Restrepo
LIFEWORKS ADVISORS
EL DORADO HILLS, CA 95762
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CRD#: 6011811
ER
Professional summary
Eric Christopher Restrepo, who also goes by Eric Restrepo, is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in El Dorado Hills, California.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Eric has worked at 4 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Restrepo
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) Name: Restrepo Wealth; LICENSED INSURANCE AGENT; NOT INVESTMENT-RELATED; 1024 IRON POINT RD, FOLSOM, CA 95630; INSURANCE SALES; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS 2) 50% OWNER, ERAR HOLDINGS LLC, 27467 N 75TH WAY, SCOTTSDALE, ARIZONA, 85266, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 3/22/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNERSHIP AND MANAGEMENT OF RENTAL REAL ESTATE, INVESTMENT-RELATED. 3) Mountain Goat Strategies; Not Investment Related; 1024 Iron Point Rd, Folsom, CA. 95630; Consulting Services; Advanced Planning Lead; 100% owner; Start Date: 2/22/2024; Hours per Month: 20; provides consulting services to business owners and privately held companies. Services include business planning, tax planning, consulting, and access to other professional advisors through the Elite Resource Team Virtual Family Office.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Christopher Restrepo'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®
NoneExperience
Current
March 5, 2024 - Present
LIFEWORKS ADVISORS, LLC
Office #1: 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762RIA
CRD#: 288255
EL DORADO HILLS, CA
Past
April 26, 2022 - February 22, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Scottsdale, AZ
Past
April 11, 2022 - February 22, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Scottsdale, AZ
Past
June 18, 2021 - August 16, 2021
SOWELL MANAGEMENT
RIA
CRD#: 127145
Folsom, CA
Past
February 20, 2012 - July 9, 2012
MORGAN STANLEY
RIA
CRD#: 149777
SACRAMENTO, CA
Past
January 11, 2012 - July 9, 2012
MORGAN STANLEY
BD
CRD#: 149777
SACRAMENTO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)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
California(3/5/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/11/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 200-6512
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 742,298,024 |
Red Flags
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Company Information
LIFEWORKS ADVISORS, LLC
CRD#: 288255El Dorado Hills, CA 95762TRUST BUT VERIFY
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