EM
Erik T. Margetts
PROSTATIS FINANCIAL ADVISORS GROUP
Winter Park, FL
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CRD#: 7981890
EM
Professional summary
Erik Tyr Margetts is a registered financial advisor currently at PROSTATIS FINANCIAL ADVISORS GROUP located in Winter Park, Florida.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Tyr Margetts'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
November 11, 2024 - Present
PROSTATIS FINANCIAL ADVISORS GROUP
RIA
CRD#: 132662
Winter Park, FL
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".
PF
PROSTATIS FINANCIAL ADVISORS GROUP
GAME CHANGER WEALTH | WEALTH EDUCATIONAL SOLUTIONS | SHEPHERD WEALTH SOLUTIONS | PROSTATIS MANAGEMENT GROUP | PROSTATIS GROUP LLC | PROSTATIS FINANCIAL ADVISORS GROUP, LLC | PROSTATIS FINANCIAL ADVISORS GROUP | MCPHERSON FINANCIAL GROUP
CRD#: 132662 / SEC#: 801-112501
RIA
Registered Investment Advisory firm - (2/23/2018 Approved)Florida
Registered Investment Advisory firm - (4/5/2018 Terminated)Maryland
Registered Investment Advisory firm - (7/20/2018 Terminated)Texas
Registered Investment Advisory firm - (4/5/2018 Terminated)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
Florida(11/11/2024)
Current Firm
PF
PROSTATIS FINANCIAL ADVISORS GROUP
GAME CHANGER WEALTH | WEALTH EDUCATIONAL SOLUTIONS | SHEPHERD WEALTH SOLUTIONS | PROSTATIS MANAGEMENT GROUP | PROSTATIS GROUP LLC | PROSTATIS FINANCIAL ADVISORS GROUP, LLC | PROSTATIS FINANCIAL ADVISORS GROUP | MCPHERSON FINANCIAL GROUP
CRD#: 132662 / SEC#: 801-112501
RIA
Registered Investment Advisory firm - (2/23/2018 Approved)Florida
Registered Investment Advisory firm - (4/5/2018 Terminated)Maryland
Registered Investment Advisory firm - (7/20/2018 Terminated)Texas
Registered Investment Advisory firm - (4/5/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7580 Buckingham Blvd, Suite 180, Hanover, MD 21076
Mailing Address
Phone number
(410) 863-1040
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,217 |
| AUM (Assets Under Management) | $ 508,939,132 |
Red Flags
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