Richard Ericson Louis
Investment adviser representative at Dow Family Office Advisory, LLC
20 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
Are you Richard Ericson Louis? Claim your profile
Contact this firm
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
20 years in the industry.
- Dow Family Office Advisory, LLCAug 2026 to now
- Bolton Global Asset ManagementJan 2006 to now
- Bolton Global CapitalJan 2006 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Dow Family Office Advisory, LLC
$0Assets managed
0Clients
7Advisers
Under 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
- 4269338
- Firm CRD
- 340475