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EV

Eric J. Viavattene

KINGSLY CAPITAL
SCOTTSDALE, AZ 85254
Some features on this profile are disabled
CRD#: 4245523
EV

Professional summary

Eric James Viavattene is a registered financial advisor currently at KINGSLY CAPITAL, LLC located in Scottsdale, Arizona and ALMANACK INVESTMENT PARTNERS located in Scottsdale, Arizona.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eric has worked at 11 firms and has passed the 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 James Viavattene's CRS (Customer Relationship Summary).
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

December 22, 2020 - Present

KINGSLY CAPITAL, LLC

Office #1: 15051 N. Kierland Blvd. Floor 3, Scottsdale, AZ 85254
RIA
CRD#: 311796
SCOTTSDALE, AZ
Current

February 29, 2024 - Present

ALMANACK INVESTMENT PARTNERS

Office #1: 15051 N. Kierland Blvd Suite 301, Scottsdale, AZ 85254
RIA
CRD#: 282428
Scottsdale, AZ
Past

April 22, 2021 - January 24, 2024

DOBBINS WEALTH MANAGEMENT, PLLC

RIA
CRD#: 313558
Phoenix, AZ
Past

June 9, 2014 - May 10, 2021

SAGEGUARD FINANCIAL GROUP, LLC

RIA
CRD#: 160266
GOODLETTSVILLE, TN
Past

October 27, 2011 - June 23, 2014

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
PHOENIX, AZ
Past

September 27, 2011 - June 23, 2014

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
PHOENIX, AZ
Past

March 18, 2010 - September 6, 2011

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
PHOENIX, AZ
Past

February 26, 2010 - September 6, 2011

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
PHOENIX, AZ
Past

April 30, 2007 - December 31, 2009

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
PHOENIX, AZ
Past

January 4, 2007 - December 31, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
PHOENIX, AZ
Past

May 22, 2001 - January 19, 2007

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SCOTTSDALE, AZ
Past

September 26, 2000 - April 27, 2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

September 26, 2000 - April 27, 2001

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

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".
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA
Registered Investment Advisory firm - (2/12/2016 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.

Highlighted states indicate IAR registrations

IAR
Arizona
(12/22/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/2000
General Securities Representative Examination

Current Firm

AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA
Registered Investment Advisory firm - (2/12/2016 Approved)
PREMIUM
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Contact information

Main Address
656 E Swedesford Road Suite 301, Wayne, PA 19087
Mailing Address
Phone number
(484) 580-2277
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALMANACK DISCLOSURE BROCHURE 03312022 (7/9/2025)

Regulatory assets under management

Total Number of Accounts1,481
AUM (Assets Under Management)$ 773,350,051

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

ALMANACK INVESTMENT PARTNERS

CRD#: 282428Scottsdale, AZ 85254

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