Erik Schei has been an investment adviser representative at Gates Pass Advisors since July 2019, and is not listed among the firm’s executive officers or direct owners.
Gates Pass Advisors, LLC is a Los Altos, CA firm with $208M under management, 69 clients and 2 advisers across 2 offices, as of its July 2026 filing.
Erik Schei is Senior Advisor at Gates Pass Advisors. Schei joined the firm in 2019, following over a decade in the investment management field, and began a career in the industry in 2006. Schei works with high-earning professionals and couples navigating life transitions.
Erik Schei’s longest registration was 11 years at Concert Wealth Management (2007–2018). Before joining Gates Pass Advisors in 2019, Erik Schei was registered through Aria Wealth Management and Sowell Management Services.
- Aria Wealth Management– · 1 yearSan Jose, CA · Adviser representative · Firm CRD 288450
- Sowell Management Services– · under a yearSan Jose, CA · Adviser representative · Firm CRD 127145
- Concert Capital Management– · 2 yearsSan Jose, CA · Adviser representative · Firm CRD 158763
- Private Client Advisors– · 2 yearsSan Jose, CA · Adviser representative · Firm CRD 158777
- Concert Wealth Management– · 11 yearsSan Jose, CA · Adviser representative · Firm CRD 141253
- Citigroup Global Markets Inc.– · under a yearPalo Alto, CA · Adviser representative · Firm CRD 7059
Professional designations
Listed by Gates Pass Advisors
- CFP®
- Chartered Financial Analyst (CFA)
- Certified Financial Transitionist®
Investment adviser representative registrations
Erik Schei is registered as an investment adviser representative in 3 states. The first approvals date from July 2019; the most recent is Texas, in June 2025.
- CaliforniaSince 3 July 2019
- TexasSince 11 June 2025
- WashingtonSince 30 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 February 2006 |
| Series 7 | General Securities Representative Examination | 16 February 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Erik Allen Schei
- CRD
- 4886564
- Firm
- Gates Pass Advisors · CRD 269983
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gatespassadvisors.com
Where does Erik Schei work?
Erik Schei is an investment adviser representative registered through Gates Pass Advisors, LLC since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Erik Schei a financial advisor?
Yes. Erik Schei has a current investment-adviser registration in California, Texas and Washington, through Gates Pass Advisors since July 2019.
How many years of experience does Erik Schei have?
Erik Schei has 20 years in the financial industry, since April 2006, across 7 adviser firms.
What exams has Erik Schei passed?
Erik Schei has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 2006.
Where did Erik Schei work before Gates Pass Advisors?
Before Gates Pass Advisors, Erik Schei was registered through Aria Wealth Management, July 2017 to June 2019; Sowell Management Services, October 2016 to December 2016; Concert Capital Management, October 2011 to June 2014; Private Client Advisors, October 2011 to June 2014; Concert Wealth Management, February 2007 to March 2018; Citigroup Global Markets Inc., April 2006 to February 2007.
Is Erik Schei registered with FINRA?
No. Erik Schei has no current broker registration.
Is Erik Schei a CFP?
Gates Pass Advisors lists Erik Schei with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Erik Schei a CFA charterholder?
Gates Pass Advisors lists Erik Schei with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Erik Schei’s record?
Search CRD 4886564 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Schei’s full registration record.