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Erik Tyr Margetts

Investment adviser representative at Prostatis Financial Advisors Group
12 yearsExperience
1 stateRegistered in
$605.4MFirm assets
8 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 assetsHourly

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. Prostatis Financial Advisors GroupAug 2024 to now
  2. Abm IndustriesNov 2016 to Aug 2024
  3. University of Central FloridaSep 2014 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

Prostatis Financial Advisors Group

Legal name: Prostatis Group LLC

$605.4MAssets managed
1,568Clients
15Advisers
8 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
7981890
Firm CRD
132662
Advisor's SEC record (opens in a new tab)
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