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Eric Michael Maldonado

Aquila Wealth Advisors

San Luis Obispo, CA

CRD 5908854

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Employer firm

Aquila Wealth Advisors CRD 290083

$20.7M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Aquila Wealth Advisors

1134 Chorro St, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-03
LA RA APPROVED 2018-05-21
CA RA APPROVED 2017-10-13
  • TX RA
    APPROVED_RES
    Since 2023-11-03
  • LA RA
    APPROVED
    Since 2018-05-21
  • CA RA
    APPROVED
    Since 2017-10-13

Branch Locations

1134 Chorro St, San Luis Obispo, CA 93401 • 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
Lpl Financial, Llc San Luis Obispo CA 04/2011 10/2017
Crew Wealth Management San Luis Obispo CA 04/2011 10/2017
Aquila Wealth Advisors, Llc San Luis Obispo CA 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-30
  • S66 Uniform Combined State Law Examination
    2011-09-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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