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EG

Eric J. Gritter

CLEARVIEW CAPITAL
Zeeland, MI
Some features on this profile are disabled
CRD#: 5415898
EG

Professional summary

Eric John Gritter is a registered financial advisor currently at CLEARVIEW CAPITAL located in Zeeland, 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.

top-8-questions

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)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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric John Gritter'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

September 1, 2023 - Present

CLEARVIEW CAPITAL

RIA
CRD#: 327199
Zeeland, MI
Past

July 9, 2024 - September 6, 2024

SMARTPATH ADVISORS

RIA
CRD#: 304563
Zeeland, MI
Past

January 4, 2022 - September 13, 2023

STRATEGIC FINANCIAL GROUP, L.L.C.

RIA
CRD#: 316512
GRAND HAVEN, MI
Past

March 22, 2012 - January 7, 2022

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
GRAND HAVEN, MI
Past

March 21, 2012 - January 7, 2022

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
GRAND HAVEN, MI
Past

November 26, 2007 - February 2, 2012

EDWARD JONES

RIA
CRD#: 250
HOLLAND, MI
Past

October 26, 2007 - February 2, 2012

EDWARD JONES

BD
CRD#: 250
HOLLAND, MI

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
Michigan
(9/1/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/25/2007
General Securities Representative Examination

Current Firm

CC
CLEARVIEW CAPITAL
CLEARVIEW CAPITAL | GRITTER FINANCIAL, LLC

CRD#: 327199 / SEC#:

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

Main Address
Holland, MI
Mailing Address
Phone number
(616) 920-1411
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts59
AUM (Assets Under Management)$ 22,215,953

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

CLEARVIEW CAPITAL

CRD#: 327199Zeeland, MI

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