Erwan Bertrand
Investment adviser representative at Advisor Resource Council
11 yearsExperience
1 stateRegistered in
$3.5BFirm assets
14 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
Experience
11 years in the industry.
- Advisor Resource CouncilAug 2025 to now
- Skema Business SchoolJan 2024 to now
- Boussard & GavaudanJul 2023 to Dec 2023
- CaceisJan 2023 to Jun 2023
- Skema Business SchoolAug 2022 to Dec 2022
- Pixel PatrimoineNov 2021 to Jul 2022
- Iae LilleAug 2018 to Sep 2021
- Lycee Pierre MechainAug 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisor Resource Council
$3.5BAssets managed
11,836Clients
84Advisers
14 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
- 8146500
- Firm CRD
- 164109