Eric L. Sjolund

ALTITUDE CAPITAL MANAGEMENT LLC

VILLAS, NJ

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CRD#: 735405

Professional summary

Eric Leonard Sjolund is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Villas, New Jersey.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Eric has worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.

INSURANCE AGENT- INVESTMENT RELATED-AT VILLAS, NEW JERSEY, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Leonard Sjolund'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®

None

Experience

Current

August 15, 2025 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

RIA

CRD#: 329366

VILLAS, NJ

Past

September 14, 2011 - December 31, 2020

SJOLUND FINANCIAL SERVICES

RIA

CRD#: 158765

GLEN GARDNER, NJ

Past

November 17, 2010 - July 28, 2011

SSN ADVISORY, INC.

RIA

CRD#: 126090

GLEN GARDNER, NJ

Past

November 16, 2010 - July 28, 2011

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

GLEN GARDNER, NJ

Past

March 16, 2010 - November 15, 2010

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

BEDMINSTER, NJ

Past

March 2, 2010 - November 15, 2010

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

BEDMINSTER, NJ

Past

June 27, 2007 - March 12, 2010

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

GLEN GARDNER, NJ

Past

January 12, 2005 - June 27, 2007

BROOKSTREET SECURITIES CORPORATION

RIA

CRD#: 14667

GLEN GARDNER, NJ

Past

July 28, 2003 - June 27, 2007

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

GLEN GARDNER, NJ

Past

October 31, 2002 - August 4, 2003

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

January 16, 1996 - November 13, 2002

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

June 1, 1995 - January 2, 1996

DIME SECURITIES, INC.

CRD#: 28955

BROOKLYN, NY

Past

April 23, 1993 - June 1, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

August 25, 1989 - May 5, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

May 30, 1984 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

Past

March 11, 1982 - May 30, 1984

A. G. EDWARDS & SONS, INC.

CRD#: 4

Past

November 6, 1981 - March 26, 1982

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

July 20, 1981 - October 28, 1981

ROBERTS AND BROWN SECURITIES CORPORATION

CRD#: 8131

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".

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366 / SEC#: 801-129287

RIA

Registered Investment Advisory firm - (1/2/2024 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

New Jersey
(8/15/2025)

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 65

Date: 3/1/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/29/2004

General Securities Principal Examination

Current Firm

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366 / SEC#: 801-129287

RIA

Registered Investment Advisory firm - (1/2/2024 Approved)

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Contact information

Main Address

2015 Grand Avenue Suite 100, Des Moines, IA 50312

Mailing Address

Phone number

(515) 207-3310

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	672
AUM (Assets Under Management)	$ 49,400,000

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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Eric L. Sjolund

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Leonard Sjolund's CRS (Customer Relationship Summary).

Certified licenses

Experience

SJOLUND FINANCIAL SERVICES

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

J.P. TURNER & COMPANY, L.L.C.

BROOKSTREET SECURITIES CORPORATION

BROOKSTREET SECURITIES CORPORATION

SUNAMERICA SECURITIES, INC.

A. G. EDWARDS & SONS, INC.

DIME SECURITIES, INC.

MORGAN STANLEY DW INC.

PRUDENTIAL EQUITY GROUP, LLC

THOMSON MCKINNON SECURITIES INC.

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROBERTS AND BROWN SECURITIES CORPORATION

Primary Firm SEC Registration

ALTITUDE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2025

Series 63

Date: 3/3/1983

Series 7

Date: 7/18/1981

Series 24

Date: 9/29/2004

Current Firm

ALTITUDE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTITUDE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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