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Eric John Gritter

CLEARVIEW CAPITAL

HOLLAND, MI

·CRD# 5415898·19 years experience

Professional Summary

Eric John Gritter is a registered financial advisor currently at CLEARVIEW CAPITAL located in Holland, Michigan. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eric has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

CLEARVIEW CAPITAL·CRD# 327199

RIA

12930 James Street Suite 210, Holland, MI 49424

September 1, 2023 - Present

SMARTPATH ADVISORS·CRD# 304563

RIA

Zeeland, MI

July 9, 2024 - September 6, 2024

STRATEGIC FINANCIAL GROUP, L.L.C.·CRD# 316512

RIA

Grand Haven, MI

January 4, 2022 - September 13, 2023

USA FINANCIAL SECURITIES LLC·CRD# 103857

RIA

Grand Haven, MI

March 22, 2012 - January 7, 2022

USA FINANCIAL SECURITIES LLC·CRD# 103857

BD

Grand Haven, MI

March 21, 2012 - January 7, 2022

EDWARD JONES·CRD# 250

RIA

Holland, MI

November 26, 2007 - February 2, 2012

EDWARD JONES·CRD# 250

BD

Holland, MI

October 26, 2007 - February 2, 2012

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Current Firm

CC

CLEARVIEW CAPITAL

CLEARVIEW CAPITAL | GRITTER FINANCIAL, LLC

CRD#: 327199

Michigan

Registered Investment Advisory firm - Michigan (8/1/2023 Approved)

Contact Information

Main Address

12930 James Street Suite 210, Holland, MI 49424

Phone Number

(616) 920-1411

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

76

AUM (Assets Under Management)

$27,720,700

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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)GRITTER FINANCIAL, LLC - ZEELAND, MI. OWNER, STARTED 02/2019. Clearview Capital operates as a DBA for GRITTER FINANCIAL, LLC. 2)Eric John Gritter is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Clearview Capital always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Clearview Capital in such individual's outside capacities.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eric John Gritter's CRS (Customer Relationship Summary).

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