Erin Elizabeth Shurtz

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-30
NY	RA	APPROVED	2024-04-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Neat Method Vancouver	Vancouver		09/2020	04/2021
Cactus Club Cafe	Vancouver		07/2019	09/2020
Student	Berkeley	CA	07/2017	04/2019
Phoenix Pastificio	Berkeley	CA	09/2012	07/2017
Student	Kamuela	HI	04/2021	05/2022
Unemployed	Kamuela	HI	05/2022	07/2022
Tiare Rose	Kamuela	HI	07/2022	08/2022
Charles Schwab & Co., Inc.	New York	NY	10/2022	11/2023
Charles Schwab Bank, Ssb	New York	NY	10/2022	11/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2024	Present
Unemployed	New York	NY	12/2023	03/2024

09/2020 → 04/2021

Neat Method Vancouver

Vancouver
07/2019 → 09/2020

Cactus Club Cafe

Vancouver
07/2017 → 04/2019

Student

Berkeley, CA
09/2012 → 07/2017

Phoenix Pastificio

Berkeley, CA
04/2021 → 05/2022

Student

Kamuela, HI
05/2022 → 07/2022

Unemployed

Kamuela, HI
07/2022 → 08/2022

Tiare Rose

Kamuela, HI
10/2022 → 11/2023

Charles Schwab & Co., Inc.

New York, NY
10/2022 → 11/2023

Charles Schwab Bank, Ssb

New York, NY
04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
12/2023 → 03/2024

Unemployed

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-08