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Erik William Sweress

Invesco Advisers, Inc.

Delaware, OH

CRD 5575232

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Employer firm

Invesco Advisers, Inc. CRD 105360

$750B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS

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

Current Employers
Invesco Advisers, Inc.

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-17
  • TX RA
    APPROVED_RES
    Since 2025-07-17

Branch Locations

Delaware, OH • 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
Invesco Distributors, Inc. Atlanta GA 06/2010 Present
  • 06/2010 → Present
    Invesco Distributors, Inc.
    Atlanta, GA
Other Businesses

OHIO THUNDER - YOUTH TRAVEL BASEBALL; NOT INVESTMENT RELATED; 3982 POWELL RD, STE 82, POWELL, OH 43065, USA; YOUTH TRAVEL BASEBALL; YOUTH TRAVEL BASEBALL COACH; START: 08/2024; 05-10HRS/MO, NOT DURING TRADING HOURS; YOUTH TRAVEL BASEBALL COACH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-12
S63 Uniform Securities Agent State Law Examination 2010-03-01
  • S65 Uniform Investment Adviser Law Examination
    2011-11-12
  • S63 Uniform Securities Agent State Law Examination
    2010-03-01

View on SEC IAPD

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