Eric Daniel Figarsky
CFP®Professional Summary
Eric Daniel Figarsky, CFP® is a registered financial advisor currently at CLEARVIEW WEALTH MANAGEMENT located in Irvine, California. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Eric has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
CLEARVIEW FINANCIAL PLANNING GROUP | PHILLIPS, MARK DAVID | MARK DAVID PHILLIPS | HIM CLEARVIEW FINANCIAL PLANNING GROUP | CLEARVIEW WEALTH MANAGEMENT, LLC | CLEARVIEW WEALTH MANAGEMENT
Contact Information
Main Address
4 Venture Suite 120, Irvine, CA 92618Phone Number
(949) 333-6394# of Employees
3SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
646AUM (Assets Under Management)
$178,543,412Similar Advisors
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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.
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Primary Firm SEC Registration
CLEARVIEW FINANCIAL PLANNING GROUP | PHILLIPS, MARK DAVID | MARK DAVID PHILLIPS | HIM CLEARVIEW FINANCIAL PLANNING GROUP | CLEARVIEW WEALTH MANAGEMENT, LLC | CLEARVIEW WEALTH MANAGEMENT
State Registrations and Notice Filings
(3/6/2018)
(9/13/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Eric Daniel Figarsky's CRS (Customer Relationship Summary).
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