Unclaimed
Ernest Cruikshank is an investment advisor representative with Silvercrest Asset Management Group LLC. Ernest has been in the industry since 1971 and has worked at several firms including DAIWA SECURITIES AMERICA INC., SALOMON BROTHERS INC., WOOD STRUTHERS & WINTHROP INC, WHITE, WELD & CO. INCORPORATED, and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Ernest holds Series 63, 65, 40, 2, and 1 licenses. Ernest has a special focus on portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
10/09/2015 - Present
Silvercrest Asset Management Group LLC (PRINCETON NJ)
NA
08/23/1988 - 12/20/1988
DAIWA SECURITIES AMERICA INC.
NA
09/10/1976 - 11/04/1987
SALOMON BROTHERS INC.
NA
07/14/1975 - 09/28/1976
WOOD STRUTHERS & WINTHROP INC
NA
12/20/1971 - 08/25/1975
WHITE, WELD & CO. INCORPORATED
NA
12/12/1966 - 12/12/1971
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 05/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1971
Series 40 - Registered Principal Examination
BC
Issued 08/01/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 12/09/1966
Series 1 - Registered Representative Examination
Active
Inactive
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