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ERIK ALLEN SCHEI
ERIK A SCHEI
CRD#: 4886564
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Investment Adviser
GATES PASS ADVISORS, LLCCRD#: 269983 280 2ND STREET, SUITE 280
LOS ALTOS, CA 94022
Registration History
200620082010201220142016201820202022202420262 FIRMS2011 - 2014 (2 years)IAGATES PASS ADVISORS, LLC (CRD# 269983)2019 - Present (5 years)IAARIA WEALTH MANAGEMENT (CRD# 288450)2017 - 2019 (1 year)IACONCERT WEALTH MANAGEMENT (CRD# 141253)2007 - 2018 (11 years)IASOWELL MANAGEMENT SERVICES (CRD# 127145)2016 - 2016 (<1 year)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2006 - 2007 (<1 year)
License(s)

State Registrations

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California 7/3/2019

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Washington 6/30/2023

Current Registration(s)
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GATES PASS ADVISORS, LLC (CRD#:269983)
280 2ND STREET, SUITE 280, LOS ALTOS, CA 94022
Bainbridge Island, WA
Registered with this firm since 7/3/2019

Previous Registration(s)
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07/05/2017 - 06/14/2019 ARIA WEALTH MANAGEMENT (CRD#:288450) SAN JOSE, CA
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02/08/2007 - 03/29/2018 CONCERT WEALTH MANAGEMENT (CRD#:141253) SAN JOSE, CA
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10/07/2016 - 12/19/2016 SOWELL MANAGEMENT SERVICES (CRD#:127145) San Jose, CA
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10/10/2011 - 06/16/2014 CONCERT CAPITAL MANAGEMENT (CRD#:158763) SAN JOSE, CA
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10/10/2011 - 06/16/2014 PRIVATE CLIENT ADVISORS (CRD#:158777) SAN JOSE, CA
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04/12/2006 - 02/14/2007 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) PALO ALTO, CA
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Disclosures
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