Eric Christopher Penz
Investment adviser representative at Private Advisory
12 yearsExperience
2 statesRegistered in
$2.1BFirm assets
12 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Private AdvisoryOct 2014 to now
- Private Advisory Group LLCSep 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Private Advisory
Legal name: Private Advisory Group LLC
$2.1BAssets managed
929Clients
18Advisers
12 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
- 4416096
- Firm CRD
- 170043