Investment adviser representative · Texas Institutional Investment Management, LLC
Eric M. Efron
CRD 1011983 · San Antonio, TX
At a glance
Eric M. Efron is an investment adviser representative with Texas Institutional Investment Management, LLC in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Eric’s SEC record dates to 2006, about 20 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Texas Institutional Investment Management, LLCSince March 2006San Antonio, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Eric’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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