Erik
Bringsjord

Arete Wealth Advisors, LLC

CRD#6502805
Investment Advisor
in New York, NY

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About this Advisor

Erik Bringsjord is a financial advisor working out of New York, New York with a total of 1 year of industry experience. Bringsjord is an employee of Arete Wealth Advisors, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Georgetown University, The Clinton Group, Cantor Fitzgerald, Stifel Nicolaus, Villanova University, Clyde'S Restaurant, Trump National Golf Course, London School Of Economics, Bank Of America, N.A, Independent Brokerage Solutions LLC, Masterworks Investor Services LLC, Arete Wealth Management LLC and Arete Wealth Advisors LLC. Bringsjord maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Arete Wealth Advisors, LLC is a financial advisory company headquartered in Chicago, IL. The company has offices in 26 locations and a total of 151 financial advisors. It oversees $2 billion in total assets between its 5,102 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 5,102 client accounts, 72% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors largely vary depending on the type of financial services. However, fees billed by Arete Wealth Advisors, LLC likely include some combination of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

225 Liberty St, 29Th Floor
New York, NY 10281

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,116,498,344

NY Average: $6,674,516,078
Total Number of Employees

151

NY Average: 44
Total Number of Accounts

5,102

NY Average: 2,564
Average Account Size

$414,837

NY Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Erik Bringsjord Work History

Erik has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Arete Wealth Management LLC

2022 - Present (2 years)

Arete Wealth Advisors LLC

2021 - Present (3 years)

Masterworks Investor Services LLC

2021 - 2022 (1 year)

Independent Brokerage Solutions LLC

2018 - 2021 (3 years)

Bank Of America, N.A

2017 - 2021 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Stifel Nicolaus

2016 - 2016 (< 1 year)

Clyde'S Restaurant

2015 - 2015 (< 1 year)

Cantor Fitzgerald

2014 - 2014 (< 1 year)

The Clinton Group

2014 - 2014 (< 1 year)

London School Of Economics

2013 - 2017 (4 years)

Georgetown University

2012 - 2013 (1 year)

Villanova University

2007 - 2013 (6 years)

Trump National Golf Course

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erik Bringsjord to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arete Wealth Advisors, LLC

Robert Geller
Park Ridge, IL
Alec Mckenna
New York, NY
Matthew Mason
New York, NY
Logan Cox
Colleyville, TX
Billy Aycock
Nashville, TN
Candy Drahos
New York, NY
Chad Minick
Chicago, IL
Ivan Lau
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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