Eric J. Gritter

CLEARVIEW CAPITAL

HOLLAND, MI 49424

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CRD#: 5415898

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.

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 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

Office #1: 12930 James Street Suite 210, Holland, MI 49424

RIA

CRD#: 327199

HOLLAND, 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

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

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)

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: 11/8/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/25/2007

General Securities Representative Examination

Current Firm

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

12930 James Street Suite 210, Holland, MI 49424

Mailing Address

Phone number

(616) 920-1411

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 27,720,700

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.

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Eric J. Gritter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CLEARVIEW CAPITAL

SMARTPATH ADVISORS

STRATEGIC FINANCIAL GROUP, L.L.C.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2007

SIE

Date: 10/1/2018

Series 7

Date: 10/25/2007

Current Firm

CLEARVIEW CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARVIEW CAPITAL

TRUST BUT VERIFY

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