Erik James Lehr

Current Employers

Employment History

• 02/2012 → 04/2020
  Empirical Wealth Management
  Seattle, WA
• 04/2020 → Present
  Empirical Wealth Management
  Portland, OR

Previous Registrations

• 2015-10-03 → 2017-12-15
  Directional Financial Services
  Seattle, WA

Other Businesses

1.) Name of the other business: CAIA Society. Is the business investment-related? Yes. Address of the other business: 100 University Drive, Amherst, MA USA 01002. Nature of the other business: The Chartered Alternative Investment Analyst (CAIA) Association is the global authority in alternative investment education. Position, title or relationship with the other business: Board Member - Seattle Chapter. Start date of your relationship: January 2017. Approximate number of hours/month devoted to the other business: 5 hours. Number of hours you devote to the other business during securities trading hours: 0 hours. Brief description of duties relating to the other business: Voting member of the Seattle Chapter. We organize investment-related educational events. 2.) Name of other business: FinAbility. Is the business investment-related? Yes. Address: 5331 S Macadam Ave, Ste 258 PMB 1004, Portland, OR 97239; Nature of Business: An Oregon-based non-profit organization established to financially empower survivors of domestic abuse. Role in business: Treasurer of the Board of Directors. Start Date: April 2022; Approximate number of hours: 1 hour per month. Hours during securities trading hours: 0 hours. Brief description of duties: Attend BOD meetings; review and approve budget.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-15

Designations

Other Names

• Erik Lehr