Erick Ormsby

from Alcosta Capital Management, Inc.
SEC regulated
Regulated Investment Advisor
Erick Ormsby is a financial advisor based in California, San Ramon, with 30 years of experience. Erick currently works for Alcosta Capital Management, Inc.. Erick maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Erick Ormsby works at Alcosta Capital Management, Inc.
Alcosta Capital Management, Inc. is a financial advisory firm based in San Ramon, California. It currently has approximately $134,720,202 of assets under management and employs about 2 people. Alcosta Capital Management, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
and a percentage of assets under your management
Office location
3180 Crow Canyon Pl., Suite 150, San Ramon, California, 94583

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