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EF

Eric M. Fasse

CABRERA CAPITAL PARTNERS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 7358931
EF

Professional summary

Eric Michael Fasse is a registered financial advisor currently at CABRERA CAPITAL PARTNERS located in Chicago, Illinois and CABRERA CAPITAL MARKETS, LLC located in Chicago, Illinois.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Eric has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Michael Fasse'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 13, 2025 - Present

CABRERA CAPITAL PARTNERS

Office #1: 227 W. Monroe St. Suite 3000, Chicago, IL 60606
RIA
CRD#: 173400
Chicago, IL
Current

January 2, 2024 - Present

CABRERA CAPITAL MARKETS, LLC

Office #1: 227 W. Monroe St. Suite 3000, Chicago, IL 60606
BD
CRD#: 10081
Chicago, IL
Past

July 10, 2023 - January 2, 2024

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

RIA
CRD#: 123483
LISLE, IL
Past

February 22, 2023 - January 2, 2024

AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.

RIA
CRD#: 299547
Chicago, IL
Past

December 3, 2021 - January 2, 2024

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
CHICAGO, IL

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(1/2/2024)
IAR
Illinois
(5/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/23/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/27/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/2/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CABRERA CAPITAL PARTNERS
CABRERA CAPITAL PARTNERS | CABRERA CAPITAL REALTY I, LLC. (RELYING ADVISOR) | CABRERA CAPITAL PARTNERS, LLC

CRD#: 173400 / SEC#:

Illinois
Registered Investment Advisory firm - (7/11/2016 Approved)
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Contact information

Main Address
227 W. Monroe St. Suite 3000, Chicago, IL 60606
Mailing Address
Phone number
(312) 795-8908
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

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

CABRERA CAPITAL PARTNERS

CRD#: 173400Chicago, IL 60606

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