Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric 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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
Not sure Eric Thurber is the right advisor for you? Invested Better is here to help.
