Eric S. Vernsten
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Eric Steven Vernsten, CFP® was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 2014. Eric had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2017
Experience
August 18, 2016 - July 31, 2020
KOVITZ INVESTMENT GROUP PARTNERS, LLC
August 17, 2016 - July 31, 2020
KOVITZ SECURITIES, LLC
June 30, 2014 - July 1, 2016
GOLDMAN SACHS WEALTH SERVICES, L.P.
February 27, 2014 - July 1, 2016
MERCER ALLIED COMPANY, L.P.
Primary Firm SEC Registration
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD#: 282241 / SEC#: 801-107054
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD#: 282241 / SEC#: 801-107054
Contact information
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
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.
