ERIK RANDALL WALLIN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with ONE CHARLES PRIVATE WEALTH SERVICES, LLC, COASTAL BRIDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COASTAL BRIDGE ADVISORS, LLC | 2026-07-20 | present | Yes |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 2017-05-08 | present | Yes |
| ONE CHARLES PRIVATE WEALTH, LLC | 2015-11-24 | 2017-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-02-08 | 2015-11-16 | — |