Erik Stern
Investment adviser representative at Lexaurum Advisors
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Lexaurum Advisors, LLCFeb 2026 to now
- Medina Baseball AssociationMay 2022 to now
- AmazonOct 2025 to Nov 2025
- UBSMay 2024 to Aug 2024
- UBSMay 2023 to Aug 2023
- Full-time EducationFeb 2016 to Aug 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 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
- 7743491
- Firm CRD
- 283653