Eric W. Thomas

CLARITY CAPITAL MANAGEMENT

Tigard, OR

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CRD#: 5539499

Professional summary

Eric Walter Thomas, CFP® is a registered financial advisor currently at CLARITY CAPITAL MANAGEMENT LLC located in Tigard, Oregon.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eric has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, Series 7TO, SIE, Series 7, Series 24 and Series 53 exams.

At a Glance

Always Fiduciary

Min. Asset: $50K–$100K

Serves: Business Owners & Entrepreneurs

Services Offered

Investment Management

Education Funding

Financial Planning

Retirement Planning

Risk Management & Insurance

Cashflow & Budgeting

Estate & Legacy Planning

Specializations

ESG & Impact Investing

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.

Mr. Thomas is licensed as an insurance agent in the state of Oregon. However, Mr. Thomas does not sell insurance products nor is he affiliated with any insurance company or agency.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Walter Thomas'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

March 19, 2021 - Present

CLARITY CAPITAL MANAGEMENT LLC

RIA

CRD#: 290179

Tigard, OR

Past

November 5, 2019 - March 9, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Portland, OR

Past

November 4, 2019 - March 9, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Portland, OR

Past

March 6, 2012 - October 7, 2019

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

March 6, 2012 - October 7, 2019

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

January 3, 2011 - October 19, 2011

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

GANSEVOORT, NY

Past

January 3, 2011 - October 19, 2011

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

GANSEVOORT, NY

Past

July 15, 2009 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

RIA

CRD#: 34815

GANSEVOORT, NY

Past

October 16, 2008 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

GANSEVOORT, NY

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

Oregon
(3/19/2021)

IAR

Washington
(1/2/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 7/1/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 10/25/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Status Unavailable

Passed: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 12/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 10/15/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 12/22/2022

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Status Unavailable

Passed: 12/22/2022

Municipal Securities Principal Examination

Current Firm

CLARITY CAPITAL MANAGEMENT LLC

CRD#: 290179 / SEC#:

Oregon

Registered Investment Advisory firm - (10/31/2017 Approved)

Washington

Registered Investment Advisory firm - (1/2/2026 Approved)

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Contact information

Main Address

Tigard, OR

Mailing Address

7307 Sw Beveland St. Suite 200, Tigard, OR 97223

Phone number

(503) 388-5781

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	461
AUM (Assets Under Management)	$ 84,361,873

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Eric W. Thomas

Professional summary

At a Glance

Services Offered

Specializations

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Walter Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL PARTNERS, LLC

VOYA FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 7/1/2009

Series 63

Passed: 10/25/2008

Series 52TO

Passed: 1/2/2023

Series 7TO

Passed: 12/22/2022

SIE

Passed: 10/1/2018

Series 7

Passed: 10/15/2008

Series 24

Passed: 12/22/2022

Series 53

Passed: 12/22/2022

Current Firm

CLARITY CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARITY CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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