Erik Michael Nero
Investment adviser representative at First Step Wealth Planning
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$31.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- First Step Wealth Planning, LLCJan 2022 to now
- Origin FinancialNov 2022 to Sep 2023
- Morgan Stanley Private Bank, N.AApr 2019 to Jan 2022
- UnemployedDec 2018 to Mar 2019
- Walthausen & Co. LLCMay 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
First Step Wealth Planning
Legal name: First Step Wealth Planning, LLC
$31.3MAssets managed
19Clients
1Advisers
1 yearIn 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
- 4047258
- Firm CRD
- 317527