EC

Eric J. Chmielewski

MEASURED FINANCIAL
Roseville, CA 95661
Some features on this profile are disabled
CRD#: 6323297
EC

Professional summary


Eric J Chmielewski, who also goes by Eric John Chmielewski, is a registered financial advisor currently at MEASURED FINANCIAL located in Roseville, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eric John Chmielewski

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Eric J Chmielewski'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®
None

Experience


Current

November 20, 2019 - Present

MEASURED FINANCIAL

Office #1: 3017 Douglas Blvd, Suite 300, Roseville, CA 95661
RIA
CRD#: 305720
Roseville, CA
Past

February 9, 2019 - November 15, 2019

STAINES FINANCIAL, LLC

RIA
CRD#: 299405
ROSEVILLE, CA
Past

October 23, 2017 - February 12, 2019

UNCOMMON CAPITAL, LLC

RIA
CRD#: 226622
NEWCASTLE, CA
Past

April 1, 2015 - May 2, 2017

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
AUBURN, CA

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
(11/20/2019)
IAR
Nevada
(2/9/2023)
IAR
Texas
(1/21/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/22/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MF
MEASURED FINANCIAL
MEASURED FINANCIAL | TAILORED WEALTH MANAGEMENT, LLC

CRD#: 305720 / SEC#:

California
Registered Investment Advisory firm - (11/20/2019 Approved)
Nevada
Registered Investment Advisory firm - (1/31/2023 Approved)
Texas
Registered Investment Advisory firm - (1/13/2020 Conditional Restricted)
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Contact information


Main Address
3017 Douglas Blvd, Suite 300, Roseville, CA 95661
Mailing Address
Phone number
(916) 975-3700
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts548
AUM (Assets Under Management)$ 67,740,000

Red Flags


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Company Information


MEASURED FINANCIAL

CRD#: 305720Roseville, CA 95661

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