Eric Tomaszewski
Professional summary
Eric Tomaszewski, who also goes by Eric C Tomaszewski, is a registered financial advisor currently at VERDE CAPITAL MANAGEMENT, INC. located in Clarkston, Michigan.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Eric has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Tomaszewski's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2013 - Present
VERDE CAPITAL MANAGEMENT, INC.
Office #1: 8031 Ortonville Road, Suite 210, Clarkston, MI 48348March 28, 2012 - October 16, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 23, 2012 - October 16, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2013)
Exams
Current Firm
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,768 |
| AUM (Assets Under Management) | $ 605,723,431 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 01/25/2024 |
Red Flags
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