Eric J. Pirhalla

TRUE HORIZON WEALTH ADVISORS

Malvern, PA 19355

Some features on this profile are disabled

CRD#: 4672441

Professional summary

Eric Joseph Pirhalla is a registered financial advisor currently at TRUE HORIZON WEALTH ADVISORS, LLC located in Malvern, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Eric has worked at 3 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.

1. INSURANCE AGENT; INVESTMENT RELATED; EXTON, PA 2. HNT GRID SYSTEMS; NOT INVESTMENT-RELATED; 603 SWEDESFORD ROAD, MALVERN, PA 19355; 50% OWNER & VP MARKETING & SALES; START DATE 11/01/2020; APPROXIMATELY 0 HOURS PER MONTH; APPROXIMATELY 0 HOURS PER MONTH DURING TRADING HOURS; DATA SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Joseph Pirhalla'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 6, 2014 - Present

TRUE HORIZON WEALTH ADVISORS, LLC

Office #1: 603 West Swedesford Road, Malvern, PA 19355

RIA

CRD#: 170330

Malvern, PA

Past

December 8, 2003 - March 10, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

EXTON, PA

Past

July 28, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 28, 2003 - March 10, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EXTON, PA

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

Pennsylvania
(3/6/2014)

IAR

Texas
(3/6/2014)

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 66

Date: 8/14/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/25/2003

General Securities Representative Examination

Current Firm

TRUE HORIZON WEALTH ADVISORS, LLC

CRD#: 170330 / SEC#: 801-79224

RIA

Registered Investment Advisory firm - (8/25/2014 Terminated)

Delaware

Registered Investment Advisory firm - (5/24/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/22/2014 Approved)

Texas

Registered Investment Advisory firm - (6/26/2014 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

603 West Swedesford Road, Malvern, PA 19355

Mailing Address

Phone number

(484) 320-8373

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 37,506,471

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric J. Pirhalla

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Joseph Pirhalla's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE HORIZON WEALTH ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2003

Series 7

Date: 7/25/2003

Current Firm

TRUE HORIZON WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUE HORIZON WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors