Erin R. Anderson
Professional summary
Erin Rebecca Anderson, AIF®, CFP® is a registered financial advisor currently at ATLAS PEAK ADVISORS, INC. located in Incline Village, Nevada.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Erin has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erin Rebecca Anderson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
December 12, 2013 - Present
ATLAS PEAK ADVISORS, INC.
February 11, 2013 - November 4, 2014
LEE KRASNER GROUP LTD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2016)
(1/15/2014)
(12/12/2013)
(3/12/2024)
(1/6/2014)
Current Firm
ATLAS PEAK ADVISORS, INC.
CRD#: 169648 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 200 |
| AUM (Assets Under Management) | $ 76,721,399 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/17/2025 | ||
| 01/25/2024 | ||
| 12/06/2022 |
Red Flags
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