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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wirdak is an investment advisor representative at Iconiq Capital, LLC. He has been in the industry since June 2013 and holds the Series 65 license. Eric's current registration is active in California. He has experience at Northern Trust in Chicago, IL and Iconiq Capital in San Francisco, CA. Eric specializes in providing financial advice to individuals, families, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/18/2021 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 12/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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