EG
Eric M. Gerster
ALPHACORE CAPITAL LLC
Bluffton, SC
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CRD#: 6453485
EG
Professional summary
Eric Matthew Gerster is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in Bluffton, South Carolina.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
To affect a transition to AlphaCore Capital LLC, Mr. Gerster is dually registered with AlphaCore and Magnolia Lane Financial Advisors LLC (CRD # 175098), an SEC registered investment adviser. Address 1117 East Putnam Avenue #230, Riverside CT 06878. Mr. Gerster currently serves as Managing Member and CCO of Magnolia, which commenced operations in April 2015. During the transition, Mr. Gerster will work on behalf of both firms to complete the transition. The transition is anticipated to be completed on or around January 31, 2023.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Matthew Gerster'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®
NoneExperience
Current
January 6, 2023 - Present
ALPHACORE CAPITAL LLC
Office #2: 500 West Putnam Avenue, Suite 400, Greenwich, CT 06830RIA
CRD#: 174346
Bluffton, SC
Past
April 21, 2015 - February 9, 2023
MAGNOLIA LANE FINANCIAL ADVISORS, LLC
RIA
CRD#: 175098
RIVERSIDE, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)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(1/6/2023)
IAR
Connecticut(1/11/2023)
IAR
South Carolina(1/26/2023)
IAR
Texas(1/6/2023)
IAR
Wisconsin(9/10/2024)
Exams
Current Firm
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Prospect St Suite 200, La Jolla, CA 92037
Mailing Address
Phone number
(858) 875-4100
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (46 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,249 |
| AUM (Assets Under Management) | $ 6,060,926,747 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
Red Flags
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