Erik Leslie Gebhard
Investment adviser representative at Ridgeline Research LLC
29 yearsExperience
1 stateRegistered in
$137MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
29 years in the industry.
- Ridgeline Research LLCFeb 2021 to now
- AltavestJan 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ridgeline Research LLC
$137MAssets managed
1Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2143737
- Firm CRD
- 300807