AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EL

Eric J. Lutton

PROVERBI CAPITAL ADVISORS
Boca Raton, FL
Some features on this profile are disabled
CRD#: 4059688
EL

Professional summary

Eric J Lutton is a registered financial advisor currently at PROVERBI CAPITAL ADVISORS, LLC located in Boca Raton, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eric has worked at 6 firms and has passed the Series 63, Series 66 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric J Lutton'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®
None

Experience

Current

March 16, 2026 - Present

PROVERBI CAPITAL ADVISORS, LLC

RIA
CRD#: 316555
Boca Raton, FL
Past

September 23, 2015 - February 19, 2026

SOUND INCOME STRATEGIES, LLC

RIA
CRD#: 173272
FORT LAUDERDALE, FL
Past

September 26, 2011 - April 4, 2012

LEONARD & COMPANY

RIA
CRD#: 36527
BOCA RATON, FL
Past

September 9, 2011 - April 4, 2012

LEONARD & COMPANY

BD
CRD#: 36527
BOCA RATON, FL
Past

May 13, 2009 - September 1, 2011

JVB FINANCIAL GROUP, LLC

BD
CRD#: 104412
BOCA RATON, FL
Past

May 25, 2004 - November 28, 2007

LEVITT CAPITAL MANAGEMENT LLC

RIA
CRD#: 111543
BOCA RATON, FL
Past

February 1, 2000 - July 12, 2002

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN

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.

Highlighted states indicate IAR registrations

IAR
Florida
(3/16/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/24/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/12/2009
General Securities Representative Examination

Current Firm

PC
PROVERBI CAPITAL ADVISORS, LLC
PROVERBI CAPITAL ADVISORS, LLC

CRD#: 316555 / SEC#:

Florida
Registered Investment Advisory firm - (10/19/2021 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901
Mailing Address
Phone number
(321) 252-8585
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts148
AUM (Assets Under Management)$ 14,400,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROVERBI CAPITAL ADVISORS, LLC

CRD#: 316555Boca Raton, FL

TRUST BUT VERIFY

Monitor Eric Lutton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.