Cetera Investment Advisers
44yrs
Top advisor by experience in San Ramon
32yrs
Erick Ormsby is a fiduciary financial advisor in San Ramon, California, with 32 years in the industry. Erick joined Alcosta Capital Management in 2003, after five years at First Allied Securities. Alcosta Capital Management offers financial planning and investment management and is paid through a percentage of assets.
One of 265 advisors with offices in San Ramon, and one of 238 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office3180 Crow Canyon Pl. Suite 150, San Ramon, CA 94583
How the firm is paid ?Percent of assets
Typical client at the firm ?$3.56 million
States licensed ?2 states
Services through Alcosta Capital Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowAlcosta Capital Management, Inc.Current firm
- 2002 – 2007First Allied Securities, Inc.Previously
Contact Erick
(888) 267-6729Alcosta Capital Management main office 3180 Crow Canyon Pl. Suite 150San Ramon, CA 94583Office · Get directions Firm websitewww.alcostacapital.com
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Questions to ask Erick
Tailored to Erick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Erick
How do I contact Erick?
Call Alcosta Capital Management at (888) 267-6729 and ask for Erick Ormsby. Erick works from the San Ramon, CA office.
How long has Erick been a financial advisor?
Erick has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Erick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Erick a fiduciary?
Erick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erick paid?
Alcosta Capital Management reports being paid by a percentage of the assets they manage. Ask Erick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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