Eve Gaiser
Professional Summary
Eve Gaiser, who also goes by Eve Biber, is a registered financial advisor currently at PINNACLE WEALTH MANAGEMENT, INC. located in Brighton, Michigan. Eve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Eve has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Eve Biber
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Videos & Posts
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Contact Information
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Current Firm
PINNACLE WEALTH MANAGEMENT PARTNERS, INC. | PINNACLE WEALTH MANAGEMENT, INC.
Contact Information
Main Address
7600 Grand River Suite 220, Brighton, MI 48114Phone Number
(810) 220-6322# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
712AUM (Assets Under Management)
$118,144,700Similar Advisors
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
PINNACLE WEALTH MANAGEMENT PARTNERS, INC. | PINNACLE WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(1/22/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2014About the Series 6 examSimilar Advisors
LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Eve Gaiser's CRS (Customer Relationship Summary).
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LIGHTSQUARE WEALTH MANAGEMENT, LLC