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Amber Michelle Shrosbree

Investment adviser representative at Eclectic Associates, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets

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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

Experience

12 years in the industry.

  1. Eclectic Associates, Inc.Sep 2018 to now
  2. Integrated Procurement TechnologiesJan 2018 to Sep 2018
  3. Westmont CollegeSep 2014 to Dec 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Eclectic Associates, Inc.

$1.5BAssets managed
1,222Clients
11Advisers
42 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
7425215
Firm CRD
111041
Advisor's SEC record (opens in a new tab)
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