EW
Eric R. Williams
GOLDBLOOM WEALTH MANAGEMENT LLC
Mercer Island, WA 98040
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CRD#: 7563564
EW
Professional summary
Eric Robert Williams is a registered financial advisor currently at GOLDBLOOM WEALTH MANAGEMENT LLC located in Mercer Island, Washington.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eric has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Robert Williams'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®
NoneExperience
Current
May 25, 2022 - Present
GOLDBLOOM WEALTH MANAGEMENT LLC
Office #1: 7900 Se 28th Street Suite 500, Mercer Island, WA 98040RIA
CRD#: 153678
Mercer Island, WA
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
Washington(5/25/2022)
Current Firm
GW
GOLDBLOOM WEALTH MANAGEMENT LLC
CCEO ENTERPRISES DBA GOLDBLOOM & ASSOCIATES | GOLDBLOOM WEALTH MANAGEMENT LLC | GOLDBLOOM FINANCIAL | GOLDBLOOM & ASSOCIATES | CCEO ENTERPRISES, LLC
CRD#: 153678 / SEC#:
Texas
Registered Investment Advisory firm - (8/31/2012 Conditional Restricted)Washington
Registered Investment Advisory firm - (4/29/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7900 Se 28th Street Suite 500, Mercer Island, WA 98040
Mailing Address
Phone number
(206) 528-2001
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 1,080 |
| AUM (Assets Under Management) | $ 96,881,581 |
Red Flags
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