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ER

Erik J. Roberts

INFINITUS WEALTH MANAGEMENT LLC
Nashville, TN
Some features on this profile are disabled
CRD#: 6357992
ER

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erik Roberts

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik James Roberts'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

February 17, 2022 - Present

INFINITUS WEALTH MANAGEMENT LLC

RIA
CRD#: 317198
Nashville, TN
Past

February 20, 2017 - August 16, 2017

EDWARD JONES

BD
CRD#: 250
YOUNGSTOWN, OH
Past

February 13, 2017 - August 16, 2017

EDWARD JONES

RIA
CRD#: 250
YOUNGSTOWN, OH
Past

December 15, 2014 - May 11, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

December 11, 2014 - May 11, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

August 28, 2014 - October 10, 2014

SPIRE SECURITIES, LLC

BD
CRD#: 144131
MCLEAN, VA

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
Tennessee
(2/17/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/7/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/12/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/27/2014
General Securities Representative Examination

Current Firm

IW
INFINITUS WEALTH MANAGEMENT LLC
INFINITUS WEALTH MANAGEMENT LLC

CRD#: 317198 / SEC#:

Ohio
Registered Investment Advisory firm - (1/17/2022 Approved)
Tennessee
Registered Investment Advisory firm - (2/9/2022 Approved)
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Contact information

Main Address
Nashville, TN
Mailing Address
Phone number
(330) 307-9396
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 4,632,201

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.

Company Information

INFINITUS WEALTH MANAGEMENT LLC

CRD#: 317198Nashville, TN

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