Erik J. Black

CALRIVAN WEALTH MANAGEMENT

RANDOLPH, NJ

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CRD#: 4202463

Professional summary

Erik James Black is a registered financial advisor currently at CALRIVAN WEALTH MANAGEMENT located in Randolph, New Jersey.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Erik has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 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.

VANESSAKNITS, LLC; 02/2014; CO-OWNER; NON-INVESTMENT RELATED; RANDOLPH, NJ; KNITTING DESIGNS; 4 HRS/MONTH OUTSIDE OF TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik James Black'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

February 10, 2025 - Present

CALRIVAN WEALTH MANAGEMENT

RIA

CRD#: 333711

RANDOLPH, NJ

Past

February 14, 2012 - June 12, 2014

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

June 28, 2000 - September 28, 2001

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

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

New Jersey
(2/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/27/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CALRIVAN WEALTH MANAGEMENT

CALRIVAN LLC | CALRIVAN WEALTH MANAGEMENT

CRD#: 333711 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/10/2025 Approved)

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Contact information

Main Address

Randolph, NJ

Mailing Address

Phone number

(862) 203-6122

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Erik J. Black

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik James Black's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALRIVAN WEALTH MANAGEMENT

MORGAN STANLEY

LUTHERAN BROTHERHOOD SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2024

Series 63

Date: 8/16/2000

Series 6

Date: 6/27/2000

Current Firm

CALRIVAN WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

CALRIVAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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