Eric Restrepo has been an investment adviser representative at Lifeworks Advisors since March 2024, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Eric Restrepo’s longest registration is the current one, 2 years at Lifeworks Advisors since 2024. Before joining Lifeworks Advisors in 2024, Eric Restrepo was registered through Northwestern Mutual Investment Services,llc and Sowell Management.
- Lifeworks Advisors, LLCCurrent– present · 2 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 288255
- Northwestern Mutual Investment Services,llc– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 2881
- Sowell Management– · under a yearFolsom, CA · Adviser representative · Firm CRD 127145
- Morgan Stanley Smith Barney LLC– · under a yearSacramento, CA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Eric Restrepo is registered as an investment adviser representative in California, since March 2024.
- CaliforniaSince 5 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 2022 |
| Series 7TO | General Securities Representative Examination | 11 April 2022 |
| SIE | Securities Industry Essentials Examination | 21 March 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 June 2019 |
| Series 66 | Uniform Combined State Law Examination | 17 February 2012 |
| Series 7 | General Securities Representative Examination | 10 January 2012 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Christopher Restrepo
- CRD
- 6011811
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 1264 HAWKS FLIGHT CT, SUITE 200, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Restrepo work?
Eric Restrepo is an investment adviser representative registered through Lifeworks Advisors, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Eric Restrepo a financial advisor?
Yes. Eric Restrepo has a current investment-adviser registration in California, through Lifeworks Advisors since March 2024.
How many years of experience does Eric Restrepo have?
Eric Restrepo has 5 years in the financial industry, since August 2021, across 4 adviser firms.
What exams has Eric Restrepo passed?
Eric Restrepo has passed 6 licensing exams: the Series 7, Series 66, Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 7, was passed in January 2012.
Where did Eric Restrepo work before Lifeworks Advisors?
Before Lifeworks Advisors, Eric Restrepo was registered through Northwestern Mutual Investment Services,llc, April 2022 to February 2024; Sowell Management, June 2021 to August 2021; Morgan Stanley Smith Barney LLC, February 2012 to July 2012.
Where is Eric Restrepo based?
Eric Restrepo’s registered office is in El Dorado Hills, CA.
Is Eric Restrepo registered with FINRA?
No. Eric Restrepo has no current broker registration.
How can I verify Eric Restrepo’s record?
Search CRD 6011811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Restrepo’s full registration record.
