Eric Petersen has been Vice President & Treasurer of Bellingham Capital Management since July 2016, is a control person of the firm and directly owns between 25% and 50% of it.
Bellingham Capital Management, Inc. is a Bellingham, WA firm with $149M under management, 252 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Eric Petersen’s longest registration is the current one, 12 years at Bellingham Capital Management since 2014. Before joining Bellingham Capital Management in 2014, Eric Petersen was registered through Waddell & Reed.
- Farther– · under a yearAnacortes, WA · Adviser representative · Firm CRD 302050
- Bellingham CapitalCurrent– present · 12 yearsBellingham, WA · Adviser representative · Firm CRD 151684
- Waddell & Reed– · under a yearLynnwood, WA · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Eric Petersen is registered as an investment adviser representative in 2 states. The first approvals date from June 2014; the most recent is Texas, in April 2024.
- TexasSince 26 April 2024
- WashingtonSince 27 June 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 December 2013 |
| Series 7 | General Securities Representative Examination | 8 November 2013 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Geoffrey Petersen
- CRD
- 6244785
- Firm
- Bellingham Capital Management · CRD 151684
- Role
- Vice President & Treasurer
- Office
- 316 E MCLEOD RD, SUITE 105, Bellingham, WA 98226
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Petersen work?
Eric Petersen has been Vice President & Treasurer of Bellingham Capital Management, Inc. since July 2016, and is a control person of the firm.
Is Eric Petersen a financial advisor?
Yes. Eric Petersen has a current investment-adviser registration in Texas and Washington, through Bellingham Capital Management since June 2014.
How many years of experience does Eric Petersen have?
Eric Petersen has 12 years in the financial industry, since December 2013, across 3 adviser firms.
What exams has Eric Petersen passed?
Eric Petersen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2013.
Where is Eric Petersen based?
Eric Petersen’s registered office is in Bellingham, WA.
Is Eric Petersen registered with FINRA?
No. Eric Petersen has no current broker registration.
How can I verify Eric Petersen’s record?
Search CRD 6244785 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Petersen’s full registration record.