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EL

Eddie Larios Gonzalez

FIDUCIARY EXPERTS LLC
Murrieta, CA
Some features on this profile are disabled
CRD#: 7483427
EL

Professional summary

Eddie Larios Gonzalez is a registered financial advisor currently at FIDUCIARY EXPERTS LLC located in Murrieta, California.

Eddie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eddie has worked at 1 firm and has passed the Series 65 exam.

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.
1) Instacart; Investment related: No; Location: 25100 VISTA MURRIETA, Murrieta CA, 92562; Description: Groceries; Position Title: Shopper; Start date: 2021-01-01; Hours during trading hours: 0; Hours outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 10.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eddie Larios Gonzalez'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

December 22, 2021 - Present

FIDUCIARY EXPERTS LLC

RIA
CRD#: 146721
Murrieta, CA

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".
FE
FIDUCIARY EXPERTS LLC
FIDUCIARY EXPERTS LLC

CRD#: 146721 / SEC#: 801-107816

RIA
Registered Investment Advisory firm - (5/16/2016 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
(12/22/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/31/2021
Uniform Investment Adviser Law Examination

Current Firm

FE
FIDUCIARY EXPERTS LLC
FIDUCIARY EXPERTS LLC

CRD#: 146721 / SEC#: 801-107816

RIA
Registered Investment Advisory firm - (5/16/2016 Approved)
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Contact information

Main Address
Murrieta, CA
Mailing Address
Phone number
(714) 409-8869
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDUCIARY EXPERTS ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts67
AUM (Assets Under Management)$ 890,644,534

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

FIDUCIARY EXPERTS LLC

CRD#: 146721Murrieta, CA

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