
Eric Gerster
Chief Investment Officer at AlphaCore Capital
Investment adviser representative in Greenwich, CT
From the SEC’s public record of this individual, checked on 17 September 2026.
Eric Gerster is the chief investment officer of AlphaCore Capital LLC, a La Jolla-based SEC-registered investment adviser managing $12.96B. Eric has been registered through the firm since 6 January 2023, with 11 years in the industry across 2 firms, holds adviser registrations in California, Connecticut, South Carolina, Texas, Wisconsin.
Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.
Role at AlphaCore Capital#
- Title on Schedule A
- Chief Investment Officer
- Control
- Schedule A reports this person as a control person of the adviser.
- Ownership
- Schedule A reports the under-5% ownership band (NA).
- Tenure
- Role reported since 02/2025.
The firm
AlphaCore Capital LLC$12.96B regulatory AUM · 70 advisory staff · 58 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
- Alphacore Capital Llc6 January 2023 to presentBluffton, SC · 4 years · adviser representative only · firm CRD 174346
- Magnolia Lane Financial Advisors, Llc21 April 2015 to 9 February 2023Riverside, CT · 8 years · adviser representative only · firm CRD 175098
Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 20 April 2015, which may differ from the earliest registration below. View the IAPD record
Registrations and exams#
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 6 January 2023 |
| Connecticut | Investment adviser representative | Approved | 11 January 2023 |
| South Carolina | Investment adviser representative | Approved | 26 January 2023 |
| Texas | Investment adviser representative | Approved | 6 January 2023 |
| Wisconsin | Investment adviser representative | Approved | 10 September 2024 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|
State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
Schedule A reports Eric Matthew Gerster as a control person and Chief Investment Officer, with the role acquired in 02/2025. Form ADV Part 1A, Schedule A
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
What is Eric Gerster’s filed role?
Schedule A reports Eric Matthew Gerster as a control person and Chief Investment Officer, with the role acquired in 02/2025.
Source: Form ADV Part 1A, Schedule A
What does IAPD report about Eric Gerster’s adviser registration?
IAPD reports a current investment-adviser registration through ALPHACORE CAPITAL LLC beginning 2023-01-06, checked 17 September 2026.
Answered from the records above.
Leadership at AlphaCore Capital#
Richard Gerard PfisterChief Executive Officer, President, Managing MemberCRD 2496887
Brian Leonard HabasChief Operating OfficerCRD 3009436
Natalie Theresa RobertsChief Compliance OfficerCRD 6252039
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual record, CRD 6453485. Employment history, registrations and examinations.
- Form ADV Part 1A, Schedules A and B of AlphaCore Capital LLC, filed 28 August 2026. Title, control and ownership bands.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Eric Gerster or AlphaCore Capital LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.