Erik Nmn Mosholt

Employer firm

46 Peaks Investment Advisory Group CRD 306902

$272M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2005 → 02/2020
  Kb Financial Partners, Llc
  Princeton, NJ
• 03/2012 → 02/2020
  M Holding Securities, Inc.
  Portland, OR
• 02/2020 → Present
  46 Peaks Investment Advisory Group
  Newtown, PA

Previous Registrations

• 2005-07-22 → 2020-03-04
  Kb Financial Partners, Llc
  Princeton, NJ
  Princeton, NJ
• 2006-09-07 → 2013-06-06
  Kingsbridge Advisors, Llc
  Point Pleasant Beach, NJ
• 2004-03-17 → 2004-08-11
  Equitable Advisors, Llc
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-03-18
• S65 Uniform Investment Adviser Law Examination
  1994-03-11

Designations

• Certified Financial Planner

Other Names

• Erik Mosholt