Eric Rogers Gaddy
Investment adviser representative at Alphastar Capital Management
16 yearsExperience
1 stateRegistered in
$2.5BFirm assets
15 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Secure Retirement Store, LLCJan 2022 to now
- Alphastar Capital Management LLCApr 2021 to now
- Retire Early 365 LLCJun 2017 to now
- Shankland Financial Advisors, LLCSep 2019 to Apr 2021
- Integrated Financial Strategies, LLCJan 2019 to Aug 2019
- Gaddy Wealth & Retirement Planning LLCAug 2010 to Dec 2018
- Capital Investment Advisory Services, LLCAug 2010 to Dec 2017
- Capital Investment Group, Inc.Aug 2010 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (SC).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 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
- 2338947
- Firm CRD
- 157423