Skyler T. Erben

FSA INVESTMENT GROUP

Seattle, WA 98104

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CRD#: 7077791

Professional summary

Skyler Tate Erben, CFP® is a registered financial advisor currently at FSA INVESTMENT GROUP, LLC located in Seattle, Washington.

Skyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Skyler has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

Oven and Shaker, LLC; Investment related - No; Portland, OR; Hospitality; Assistant Manager (proprietor, partner, officer, director, employee, trustee, agent); 10/2015; During business hours: 0; After business hours: 1

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Skyler Tate Erben's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

August 30, 2022 - Present

FSA INVESTMENT GROUP, LLC

Office #1: 701 5th Ave Suite 4050, Seattle, WA 98104

RIA

CRD#: 163641

Seattle, WA

Past

April 14, 2020 - August 8, 2022

RUSSELL INVESTMENTS

RIA

CRD#: 105734

SEATTLE, WA

Past

April 14, 2020 - August 8, 2022

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

SEATTLE, WA

Past

June 18, 2019 - April 2, 2020

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, OR

Past

May 10, 2019 - April 2, 2020

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

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".

FSA INVESTMENT GROUP, LLC

FS ADVISORS INC. | FSA INVESTMENT GROUP, LLC

CRD#: 163641 / SEC#: 801-76511

RIA

Registered Investment Advisory firm - (4/30/2012 Approved)

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
(8/31/2023)

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: 6/18/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/10/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/14/2019

Securities Industry Essentials Examination

Current Firm

FSA INVESTMENT GROUP, LLC

FS ADVISORS INC. | FSA INVESTMENT GROUP, LLC

CRD#: 163641 / SEC#: 801-76511

RIA

Registered Investment Advisory firm - (4/30/2012 Approved)

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Contact information

Main Address

212 South Alcaniz Street, Pensacola, FL 32502

Mailing Address

Phone number

(850) 696-1550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FS ADVISORS INC. (2/19/2025)

Regulatory assets under management

Total Number of Accounts	152
AUM (Assets Under Management)	$ 709,511,444

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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Advisor Monitoring

Firm Stability Insights

Skyler T. Erben

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Skyler Tate Erben's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

FSA INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2019

Series 7TO

Date: 5/10/2019

SIE

Date: 4/14/2019

Current Firm

FSA INVESTMENT GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FSA INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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