Eric David Toubin
Investment adviser representative at Painted Porch Advisors LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$571.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Painted Porch Advisors LLCMay 2024 to now
- UnemployedMay 2023 to Apr 2024
- Stifel, Nicolaus & Company, IncorporatedJun 2015 to May 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Painted Porch Advisors LLC
$571.9MAssets managed
297Clients
14Advisers
4 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
- 4266869
- Firm CRD
- 304375