Erich Yost has been an investment adviser representative at Almanack Investment Partners since July 2024, and is not listed among the firm’s executive officers or direct owners.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Erich Yost is an Advisor with Junto Wealth, a practice listed among the advisers of Almanack Investment Partners, where he is joining Scott Pulsifer and his team. For more than a decade he has worked directly with families on growing, preserving and using generational wealth. Previously he was employed by the multi-family office Veritable, which was acquired by Pathstone, where his team built and managed investment portfolios and selected and monitored investment managers.
Erich Yost’s longest registration was 2 years at Veritable LP (2020–2023). Before joining Almanack Investment Partners in 2024, Erich Yost was registered through Savvy and Veritable LP.
- Almanack Investment PartnersCurrent– present · 2 yearsNewtown Square, PA · Adviser representative · Firm CRD 282428
- Savvy– · under a yearMedia, PA · Adviser representative · Firm CRD 318493
- Veritable LP– · 2 yearsNewtown Square, PA · Adviser representative · Firm CRD 130758
Investment adviser representative registrations
Erich Yost is registered as an investment adviser representative in Pennsylvania, since July 2024.
- PennsylvaniaSince 22 July 2024
Examinations
No examinations are on Erich Yost’s record.
- Full name
- Erich William Yost
- CRD
- 5801578
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- 3803 WEST CHESTER PIKE, SUITE 110, Newtown Square, PA 19073
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- almanackip.com
Where does Erich Yost work?
Erich Yost is an investment adviser representative registered through Almanack Investment Partners, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Erich Yost a financial advisor?
Yes. Erich Yost has a current investment-adviser registration in Pennsylvania, through Almanack Investment Partners since July 2024.
How many years of experience does Erich Yost have?
Erich Yost has 6 years in the financial industry, since October 2020, across 3 adviser firms.
Where did Erich Yost work before Almanack Investment Partners?
Before Almanack Investment Partners, Erich Yost was registered through Savvy, August 2023 to June 2024; Veritable LP, September 2020 to August 2023.
Where is Erich Yost based?
Erich Yost’s registered office is in Newtown Square, PA.
Is Erich Yost registered with FINRA?
No. Erich Yost has no current broker registration.
How can I verify Erich Yost’s record?
Search CRD 5801578 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erich Yost’s full registration record.
