Erich Barchi (CRD# 6497539) is an Investment Advisor Representative working at Row Your Own Boat in Malvern, PA and has over 8 years of experience in the finance industry.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4837485
Cuso Financial Services
CRD# 4581631
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Row Your Own Boat LLC | Malvern, PA | Nov 2017 - Current | 6 |
| Mml Investors Services, LLC | Newtown Square, PA | Apr 2017 - Oct 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Newtown Square, PA | Jul 2016 - Oct 2017 | 1 |
| Metlife Securities Inc. | Newton Square, PA | Sep 2015 - Mar 2017 | 1 |
| Unemployed | Malvern, PA | Jun 2015 - Sep 2015 | < 1 |
| Belar Electronics Laboratory, Inc. | West Chester, PA | Jun 2007 - Jun 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management2MILLIONS
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Total Number of Accounts5ACCOUNTS
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Average Account Value$318,966
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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