Investment adviser representative · Gates Pass Advisors, LLC
Erik A. Schei
CRD 4886564 · Los Altos, CA
At a glance
Erik A. Schei is an investment adviser representative with Gates Pass Advisors, LLC in Los Altos, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Erik’s SEC record dates to 2006, about 20 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Gates Pass Advisors, LLCSince July 2019Los Altos, CA · $208M in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Erik’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
- 6 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.