Eric Carlson
Sewickley Financial · Sewickley, Pennsylvania
Eric Carlson is a fee-only financial advisor at Sewickley Financial in Sewickley, Pennsylvania. Sewickley Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Sewickley Financial |
|---|---|
| Based in | Sewickley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $12.9M across 40 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4633051 |
| Exams passed | Series 63 (2003) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sewickleyfinancial.com |
How Eric's firm compares
- Sewickley Financial's average account is about $323,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Eric
Is Eric Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Sewickley Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Sewickley Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Eric Carlson based?
Eric Carlson is based in Sewickley, Pennsylvania.
Is Eric Carlson registered with the SEC?
Yes. Eric Carlson is registered as an investment adviser representative in PA (CRD 4633051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sewickley Financial manage?
Sewickley Financial reports $12.9M across 40 accounts in assets under management.
How do I contact Eric Carlson?
Through Eric's website, www.sewickleyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sewickley Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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