Erik Simonson
Professional Summary
Erik Simonson is a registered financial advisor currently at GILMARTIN FINANCIAL located in Larkspur, California. Erik is registered as a RR (Registered Representative) and started their career in finance in 2026. Erik has worked at 1 firm and has passed the Series 82TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
GILMARTIN FINANCIAL | GILMARTIN FINANCIAL LLC
Contact Information
Main Address
60 E Sir Francis Drake Blvd., Suite 208, Larkspur, CA 94939Mailing Address
60 E Sir Francis Drake Blvd., Suite 208, Larkspur, CA 94939Phone Number
(415) 937-5400Established
California since 01/08/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LEWIS, LYNN CHRISTINE | CEO, CCO, EXECUTIVE REPRESENTATIVE | — |
| BRANT, DAVID ROBERT | FINOP, POO AND PFO | 2718478 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Oct 2026About the Series 82TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Erik Simonson's CRS (Customer Relationship Summary).
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