# Erik Michael Nero

Erik Michael Nero is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with FIRST STEP WEALTH PLANNING.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ORIGIN INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/305353) | 2022-11-18 | 2023-08-07 | — |
| [FIRST STEP WEALTH PLANNING](https://search.stillhousedata.com/firm/317527) | 2022-01-14 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2019-05-01 | 2022-01-27 | — |
| [WALTHAUSEN & CO., LLC](https://search.stillhousedata.com/firm/144996) | 2017-05-15 | 2018-12-18 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2013-11-13 | 2016-05-25 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2008-10-21 | 2011-11-15 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2005-11-21 | 2008-09-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4047258)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4047258.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.