Erich William Spoonhour
Investment Adviser Representative at Trajan Wealth, L.L.C.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erich William Spoonhour is an investment adviser representative with Trajan Wealth, L.L.C. in Cary, NC, where they have been registered since 2025. They have worked in the securities industry since 2004 and have been registered with 4 firms, including Morgan Stanley and Wells Fargo Clearing Services, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors, LLCJun 2015 – Nov 2016Wilmington, NC
- Wells Fargo Clearing Services, LLCNov 2016 – Mar 2017Wilmington, NC
- Morgan Stanley Smith Barney LLCJul 2017 – Jul 2023Raleigh, NC
- UnemployedMar 2017 – Jul 2017hAMPSTEAD, NC
- Elements Consulting, LLCAug 2023 – Dec 2024Raleigh, NC
- Trajan WealthJan 2025 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trajan Wealth, L.L.C.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 45
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-100392
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Trajan Wealth, L.L.C.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erich William Spoonhour has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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