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Eric Paul Aposhian

Lewis Asset Management

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About Eric Paul Aposhian

Eric Aposhian is an investment advisor representative at Lewis Asset Management, a firm located in Lafayette, CA. Eric has been in the industry since 1996 and has experience providing financial planning services to individuals and businesses. Eric has also provided portfolio management services to individuals and businesses.

Firm Information

Eric Aposhian is currently registered with Lewis Asset Management. Lewis Asset Management is a registered investment advisor located in Lafayette, CA. The firm has 3 licensed agents and manages $214,315,704 in assets for 542 clients. They offer financial planning and portfolio management services for individuals, businesses, and pension and profit sharing plans.
Lewis Asset Management

3559 MT. DIABLO BOULEVARD

LAFAYETTE, CA 94549

$214.32M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Aposhian’s Registration & Firm History

PA

06/10/2017 - Present

Lewis Asset Management (Pittston PA)

PA

09/15/2010 - 06/19/2017

FSC SECURITIES CORPORATION (PITTSTON PA)

NJ

09/19/2001 - 09/07/2010

ALLSTATE FINANCIAL SERVICES, LLC (SEWELL NJ)

MO

10/01/2000 - 10/01/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

02/24/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

11/25/1998 - 01/27/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NJ

09/23/1996 - 12/04/1998

J. B. HANAUER & CO. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 05/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 09/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Eric Paul Aposhian. Review regulatory record here.
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