Erik Daniel Sherfinski
Investment adviser representative at Equitable Advisors, LLC
14 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Equitable Advisors, LLCMar 2022 to now
- Partners In Planning LLCJul 2020 to Mar 2022
- University of Wisconsin Eau ClaireSep 2019 to Jun 2020
- Sherf Development LLCMay 2019 to Aug 2019
- New Team LLCNov 2018 to Apr 2019
- University of Wisconsin Eau ClaireSep 2018 to May 2019
- University of Wisconsin Marathon CountySep 2016 to May 2018
- Sherf Development LLCMar 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7266363
- Firm CRD
- 6627