Erik Lembcke has been President/Chief Compliance Officer of Urs Advisory since August 2017, is a control person of the firm and directly owns between 50% and 75% of it. Erik Lembcke holds a Bachelor of Science in Finance from the University of Central Florida and a Master of Business Administration from the University of Miami.
Urs Advisory LLC is a Jupiter, FL firm with $200M under management, 173 clients and 4 advisers in one office, as of its September 2026 filing.
Erik Lembcke is President of URS Advisory, based in Jupiter, FL. He has served clients at URS Advisory since 2016 as a founding partner, and he leads the firm's operations, oversees portfolio management and directs client relationship management. Before joining URS, he worked as a Relationship Manager at First Republic Bank and as a Client Advisor at Deutsche Bank.
Erik Lembcke’s longest registration is the current one, 8 years at Urs Advisory since 2018. Before joining Urs Advisory in 2018, Erik Lembcke was registered through Gradient Wealth Management and First Republic Investment Management, Inc.
- Gradient Wealth Management– · 1 yearStuart, FL · Adviser representative · Firm CRD 127701
- First Republic Investment Management, Inc.– · 2 yearsPalm Beach, FL · Adviser representative · Firm CRD 108559
- Deutsche Bank Securities Inc.– · 1 yearPalm Beach, FL · Adviser representative · Firm CRD 2525
Professional designations
Listed by Urs Advisory
- Certified Financial Planner® (CFP®)
Investment adviser representative registrations
Erik Lembcke is registered as an investment adviser representative in Texas, since March 2025.
- TexasSince 3 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 August 2011 |
| Series 7 | General Securities Representative Examination | 22 August 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Erik Heinz Lembcke
- CRD
- 5953894
- Firm
- Urs Advisory · CRD 289892
- Role
- President/Chief Compliance Officer
- Office
- 4425 Military Trail, Suite 208, Jupiter, FL 33458
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ursadvisory.com
Where does Erik Lembcke work?
Erik Lembcke has been President/Chief Compliance Officer of Urs Advisory LLC since August 2017, and is a control person of the firm.
Is Erik Lembcke a financial advisor?
Yes. Erik Lembcke has a current investment-adviser registration in Texas, through Urs Advisory since January 2018.
How many years of experience does Erik Lembcke have?
Erik Lembcke has 14 years in the financial industry, since January 2012, across 4 adviser firms.
What exams has Erik Lembcke passed?
Erik Lembcke has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2011. FINRA credited Erik Lembcke with the SIE, which began in October 2018.
Where did Erik Lembcke work before Urs Advisory?
Before Urs Advisory, Erik Lembcke was registered through Gradient Wealth Management, November 2016 to December 2017; First Republic Investment Management, Inc., January 2014 to September 2016; Deutsche Bank Securities Inc., September 2011 to August 2013.
Where is Erik Lembcke based?
Erik Lembcke’s registered office is in Jupiter, FL.
Is Erik Lembcke registered with FINRA?
No. Erik Lembcke has no current broker registration.
Is Erik Lembcke a CFP?
Urs Advisory lists Erik Lembcke with the CFP credential (“Certified Financial Planner® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Erik Lembcke’s record?
Search CRD 5953894 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Lembcke’s full registration record.
