Eric Matthew Sholberg
Investment adviser representative at Usi Advisors
12 yearsExperience
1 stateRegistered in
$56.3BFirm assets
27 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Usi AdvisorsFeb 2023 to now
- Usi Consulting GroupFeb 2023 to now
- Usi SecuritiesFeb 2023 to now
- Brighton JonesApr 2017 to Jan 2023
- LPL FinancialFeb 2015 to Apr 2017
- 401(k) Advisors ArizonaNov 2014 to Apr 2017
- Global Retirement PartnersNov 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
Usi Advisors
Legal name: Usi Advisors, Inc.
$56.3BAssets managed
1,353Clients
72Advisers
27 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
- 4705273
- Firm CRD
- 108113