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Erik Matthew Gholtoghian

Bakeravenue

San Francisco, CA

San Francisco, CA

CRD 6747426

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Employer firm

Bakeravenue CRD 132657

$5.09B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Bakeravenue

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

301 Battery St Floor 2, San Francisco, CA 94111 • United States

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • 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
Pruco Securities, Llc San Francisco CA 12/2016 06/2017
Liberty Tax Service Vacaville CA 09/2015 09/2018
Ihss Vacaville CA 10/2013 07/2017
Moskowitz Llp San Francisco CA 09/2018 Present
Green Pebble Financial Vacaville CA 10/2022 Present
Bakeravenue San Francisco CA 01/2023 Present
  • 12/2016 → 06/2017
    Pruco Securities, Llc
    San Francisco, CA
  • 09/2015 → 09/2018
    Liberty Tax Service
    Vacaville, CA
  • 10/2013 → 07/2017
    Ihss
    Vacaville, CA
  • 09/2018 → Present
    Moskowitz Llp
    San Francisco, CA
  • 10/2022 → Present
    Green Pebble Financial
    Vacaville, CA
  • 01/2023 → Present
    Bakeravenue
    San Francisco, CA
Previous Registrations
  • 2022-11-18 → 2023-04-03
    Green Pebble Financial
    Vacaville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-23
  • S65 Uniform Investment Adviser Law Examination
    2021-10-23

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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