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Eric Thomas Thurber

Three Bridge Wealth Advisors

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About Eric Thomas Thurber

Eric Thurber is a financial advisor with over 20 years of experience in the financial services industry. Eric has worked at several well-known firms, including Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and most recently, Three Bridge Wealth Advisors. Eric's career has been focused on helping individuals and families meet their financial goals. Eric holds Series 7, 63, and 65 securities licenses and is currently registered as an investment advisor in California and New York. Eric has a passion for serving high-net-worth individuals and families. Eric provides a variety of financial planning services including investment management, retirement planning, and estate planning.

Firm Information

Eric Thurber is currently registered with Three Bridge Wealth Advisors. Three Bridge Wealth Advisors is a registered investment advisor headquartered in Los Altos, CA. With over $756 million in regulatory assets under management, the firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors to clients. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Three Bridge Wealth Advisors

240 THIRD STREET

LOS ALTOS, CA 94022

$756.42M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Eric Thurber’s Registration & Firm History

CA

09/16/2022 - Present

Three Bridge Wealth Advisors (LOS ALTOS CA)

CA

11/21/2011 - 05/05/2017

SANCTUARY SECURITIES LLC (Portola Valley CA)

CA

07/21/2010 - 11/11/2011

HIGHTOWER SECURITIES, LLC (MENLO PARK CA)

CA

08/14/2009 - 07/21/2010

PURSHE KAPLAN STERLING INVESTMENTS (MENLO PARK CA)

CA

06/01/2009 - 09/04/2009

MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)

CA

06/11/1999 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)

NY

10/01/1997 - 06/23/1999

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

10/09/1995 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/10/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Thomas Thurber.
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