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Erik Robert Wald

Quest Investment Management, LLC

Lake Oswego, OR

CRD 4376353

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Employer firm

Quest Investment Management, LLC CRD 110640

$1.71B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Quest Investment Management, Llc

5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-10-16
  • OR RA
    APPROVED
    Since 2024-10-16

Branch Locations

5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quest Investment Management, Llc Lake Oswego OR 01/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-15
S63 Uniform Securities Agent State Law Examination 2003-05-12
  • S65 Uniform Investment Adviser Law Examination
    2024-10-15
  • S63 Uniform Securities Agent State Law Examination
    2003-05-12
Other Names
  • Erik R. Wald

View on SEC IAPD

Nearby Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Nearby Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI

Nearby Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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