Adviser and broker representative · Antolino Wealth Advisors
Ian M. Erdman
CRD 6508657 · Columbus, OH
At a glance
Ian M. Erdman is an investment adviser representative with Antolino Wealth Advisors in Columbus, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ian’s SEC record dates to 2025, about 1 years ago. Ian is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Antolino Wealth AdvisorsSince July 2025Columbus, OH · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ian’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
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 and FINRA BrokerCheck.
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