Skyler Tate Erben

Employer firm

Fsa Investment Group, LLC CRD 163641

$762M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 04/2020
  Morgan Stanley
  Portland, OR
• 10/2014 → 07/2018
  Oven And Shaker, Llc
  Portland, OR
• 07/2018 → 12/2018
  Trilinc Global, Llc
  Manhattan Beach, CA
• 08/2015 → 05/2018
  Pacific University
  Forest Grove, OR
• 08/2022 → Present
  Fsa Investment Group, Llc
  Huntington Beach, CA
• 04/2020 → 08/2022
  Russell Investments
  Seattle, WA

Previous Registrations

• 2020-04-14 → 2022-08-08
  Russell Investments
  Seattle, WA
• 2019-06-18 → 2020-04-02
  Morgan Stanley
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2019-06-18

Designations

• Certified Financial Planner