Erik J. Roberts
Professional summary
Erik James Roberts, who also goes by Erik Roberts, is a registered financial advisor currently at INFINITUS WEALTH MANAGEMENT LLC located in Nashville, Tennessee.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Erik has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erik James Roberts's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2022 - Present
INFINITUS WEALTH MANAGEMENT LLC
February 20, 2017 - August 16, 2017
EDWARD JONES
February 13, 2017 - August 16, 2017
EDWARD JONES
December 15, 2014 - May 11, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 11, 2014 - May 11, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 28, 2014 - October 10, 2014
SPIRE SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/17/2022)
Exams
Current Firm
INFINITUS WEALTH MANAGEMENT LLC
CRD#: 317198 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 4,632,201 |
Red Flags
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