Ergen Banja
Investment adviser representative at Asset Preservation Advisors, LLC
10 yearsExperience
1 stateRegistered in
$11.1BFirm assets
34 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Asset Preservation Advisors, LLCSep 2025 to now
- Smith Affiliated Capital Corp.Jan 2024 to Sep 2025
- Full Time StudentMar 2016 to Jan 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Asset Preservation Advisors, LLC
$11.1BAssets managed
3,029Clients
13Advisers
34 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
- 8238100
- Firm CRD
- 106741