EH
Eric R. Hilderbrand
ATCAP PARTNERS
Rockville, MD 20850
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CRD#: 2672274
EH
Professional summary
Eric Robert Hilderbrand is a registered financial advisor currently at ATCAP PARTNERS, LLC located in Rockville, Maryland and CEROS FINANCIAL SERVICES, INC. located in South Norwalk, Connecticut.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Eric has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) BABBO PROPERTIES LLC, REAL ESTATE RENTAL PROPERTY PART-OWNER NO TITLE OR MANAGEMENT INVOLEMENT START MARCH 2016 ZERO HRS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Eric Robert Hilderbrand's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 11, 2024 - Present
ATCAP PARTNERS, LLC
Office #1: 1445 Research Boulevard #530, Rockville, MD 20850RIA
CRD#: 158214
Rockville, MD
Current
January 10, 2022 - Present
CEROS FINANCIAL SERVICES, INC.
Office #1: 50 Washington St. The Penthouse, South Norwalk, CT 06854BD
CRD#: 37869
South Norwalk, CT
Past
May 11, 2017 - February 4, 2022
B. RILEY WEALTH ADVISORS, INC.
RIA
CRD#: 115927
NORWALK, CT
Past
March 27, 2009 - February 4, 2022
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
SOUTH NORWALK, CT
Past
June 5, 2003 - April 9, 2009
EASTBROOK CAPITAL GROUP LLC
BD
CRD#: 39781
NEW YORK, NY
Past
May 14, 1996 - December 31, 2002
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ATCAP PARTNERS, LLC
ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH
CRD#: 158214 / SEC#: 801-72617
RIA
Registered Investment Advisory firm - (7/25/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/8/2022)
RR
Alaska(2/7/2022)
RR
Arizona(1/10/2022)
RR
Arkansas(1/10/2022)
RR
California(1/10/2022)
RR
Colorado(1/18/2022)
RR
Connecticut(1/12/2022)
IAR
Connecticut(1/11/2024)
RR
Delaware(1/14/2022)
RR
District of Columbia(1/10/2022)
RR
Florida(1/10/2022)
RR
Georgia(1/21/2022)
RR
Hawaii(2/11/2022)
RR
Idaho(1/10/2022)
RR
Illinois(1/10/2022)
RR
Indiana(2/4/2022)
RR
Iowa(1/10/2022)
RR
Kansas(1/10/2022)
RR
Kentucky(1/10/2022)
RR
Louisiana(1/10/2022)
RR
Maine(1/11/2022)
RR
Maryland(1/10/2022)
RR
Massachusetts(1/11/2022)
RR
Michigan(1/10/2022)
RR
Minnesota(2/11/2022)
RR
Mississippi(1/14/2022)
RR
Missouri(1/10/2022)
RR
Montana(1/10/2022)
RR
Nebraska(1/10/2022)
RR
Nevada(1/10/2022)
RR
New Hampshire(1/10/2022)
RR
New Jersey(1/10/2022)
RR
New Mexico(1/10/2022)
RR
New York(1/10/2022)
RR
North Carolina(2/8/2022)
RR
North Dakota(1/10/2022)
RR
Ohio(1/10/2022)
RR
Oklahoma(1/13/2022)
RR
Oregon(1/10/2022)
RR
Pennsylvania(1/11/2022)
RR
Puerto Rico(1/10/2022)
RR
Rhode Island(1/10/2022)
RR
South Carolina(1/10/2022)
RR
South Dakota(2/2/2022)
RR
Tennessee(1/10/2022)
RR
Texas(1/10/2022)
RR
Utah(1/10/2022)
RR
Vermont(1/10/2022)
RR
Virginia(1/10/2022)
RR
Washington(2/7/2022)
RR
West Virginia(1/10/2022)
RR
Wisconsin(1/10/2022)
RR
Wyoming(1/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
AP
ATCAP PARTNERS, LLC
ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH
CRD#: 158214 / SEC#: 801-72617
RIA
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Contact information
Main Address
1445 Research Boulevard #530, Rockville, MD 20850
Mailing Address
Phone number
(866) 842-3356
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 62,948,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
