Erik Robert Wald
Investment adviser representative at Quest Investment Management, LLC
14 yearsExperience
1 stateRegistered in
$1.7BFirm assets
41 yearsFirm in business
Are you Erik Robert Wald? 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Quest Investment Management, LLCJan 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
Quest Investment Management, LLC
$1.7BAssets managed
125Clients
6Advisers
41 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
- 4376353
- Firm CRD
- 110640