# ERIC JOSEPH VOEGELI

ERIC JOSEPH VOEGELI is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with DIVERSIFY ADVISORY SERVICES, LLC, DIVERSIFY WEALTH MANAGEMENT, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DIVERSIFY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/329878) | 2024-03-27 | present | Yes |
| [DIVERSIFY ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/326060) | 2023-09-15 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-02-09 | 2015-06-29 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2010-03-06 | 2011-07-18 | — |
| [FIDELITY PERSONAL TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/109516) | 2006-03-15 | 2007-03-28 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2006-03-15 | 2009-02-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2951491)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2951491.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.