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Geoffrey Dale Erwin

Bakeravenue

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About Geoffrey Dale Erwin

Geoffrey Dale Erwin is a financial advisor at Bakeravenue. Geoffrey is a Certified Financial Planner with over 20 years of experience in the financial services industry. Geoffrey has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. Geoffrey is registered with the State of Texas, Florida, and Oklahoma. Geoffrey has a deep understanding of financial planning and investment management. At Bakeravenue, Geoffrey provides financial planning, educational seminars, and portfolio management services.

Firm Information

Geoffrey Erwin is currently registered with Bakeravenue. Bakeravenue is a registered investment advisor based in San Francisco, California. They provide financial planning, portfolio management for individuals, and educational seminars. Bakeravenue primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They have over $2.5 billion in regulatory assets under management.
Bakeravenue

301 BATTERY STREET

SAN FRANCISCO, CA 94111

$2.59B

Assets Under Management

1

Total Clients

26

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Geoffrey Erwin’s Registration & Firm History

CA

01/20/2022 - Present

Bakeravenue (SAN FRANCISCO CA)

TX

12/10/1997 - 10/01/2021

FIDELITY BROKERAGE SERVICES LLC (PLANO TX)

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Licenses & Designations

BOTH

Issued 10/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Dale Erwin.
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