Erik M. Schoener

BRIGHTPATH FINANCIAL ADVISORS

Etters, PA

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CRD#: 7767311

Professional summary

Erik Martin Schoener is a registered financial advisor currently at BRIGHTPATH FINANCIAL ADVISORS, LLC located in Etters, Pennsylvania.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Erik 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.

1.) McClure Company; Not-Investment Related; Harrisburg, PA; Mechanical; Mechanical Construction, Engineering, Maintenance, and Energy service organization; Minority Owner (2%); Approximately 0 hours/month spent on this business activity 2.) FTF Holdings, LLC; Investment Related; Etters, PA; Day Trading of Personal Securities; CEO/Owner; 80 hours month all during securities trading hours; Analyze market trends, create probability based strategies, execute trades

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Martin Schoener'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

September 7, 2023 - Present

BRIGHTPATH FINANCIAL ADVISORS, LLC

RIA

CRD#: 327329

Etters, PA

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

Pennsylvania
(9/7/2023)

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 65

Date: 11/10/2022

Uniform Investment Adviser Law Examination

Current Firm

BRIGHTPATH FINANCIAL ADVISORS, LLC

BRIGHTPATH FINANCIAL ADVISORS, LLC | FTF HOLDINGS, LLC

CRD#: 327329 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (9/7/2023 Approved)

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Contact information

Main Address

Etters, PA

Mailing Address

Phone number

(516) 375-1189

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 204,447

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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Erik M. Schoener

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Martin Schoener's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTPATH FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2022

Current Firm

BRIGHTPATH FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHTPATH FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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