Erich A. Barchi

ROW YOUR OWN BOAT

Malvern, PA

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CRD#: 6497539

Professional summary

Erich Alfred Barchi, who also goes by Erich Barchi, is a registered financial advisor currently at ROW YOUR OWN BOAT located in Malvern, Pennsylvania.

Erich is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Erich has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erich Barchi

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 Erich Alfred Barchi'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

May 24, 2018 - Present

ROW YOUR OWN BOAT

RIA

CRD#: 291886

Malvern, PA

Past

March 25, 2017 - September 27, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

NEWTOWN SQUARE, PA

Past

March 25, 2017 - September 27, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEWTOWN SQUARE, PA

Past

January 27, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

NEWTOWN SQUARE, PA

Past

January 13, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEWTOWN SQUARE, PA

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

Pennsylvania
(5/24/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/8/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/27/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2015

General Securities Representative Examination

Current Firm

ROW YOUR OWN BOAT

ROW YOUR OWN BOAT | ROW YOUR OWN BOAT LLC

CRD#: 291886 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/23/2018 Approved)

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Contact information

Main Address

Malvern, PA

Mailing Address

Po Box 1401, Malvern, PA 19355

Phone number

(610) 420-7861

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 1,176,303

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.

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Erich A. Barchi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erich Alfred Barchi's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROW YOUR OWN BOAT

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/8/2016

SIE

Date: 9/27/2017

Series 7

Date: 11/18/2015

Current Firm

ROW YOUR OWN BOAT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROW YOUR OWN BOAT

TRUST BUT VERIFY

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