Eric M Thompson
CFP®Professional Summary
ERIC M THOMPSON, CFP® is a registered financial advisor currently at TITAN located in New York, New York. ERIC is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. ERIC has worked at 4 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Eric Thompson is a Principal in the New Jersey office, where he manages a broad range of investment advisory services for wealthy individuals with diverse needs. He is responsible for developing customized asset allocations, implementing comprehensive financial planning as well as coordinating day-to-day client requests. Prior to joining Cerity Partners, Eric served as a Director, Wealth Advisor at Round Table Wealth Management. In this role, he provided in-depth financial planning that considered clients’ current and...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
Education
Ramapo College of New Jersey
Business Administration with a concentration in Finance, B.S.
Business Administration with a concentration in Finance, B.S.
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Current Firm
TITAN | WHISKER TECHNOLOGIES, INC. | TITAN INVEST | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
Contact Information
Main Address
508 Laguardia Place, New York, NY 10012Phone Number
(973) 490-4042# of Employees
33SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
50,651AUM (Assets Under Management)
$1,081,917,208Similar 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
TITAN | WHISKER TECHNOLOGIES, INC. | TITAN INVEST | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
State Registrations and Notice Filings
(8/31/2026)
(6/29/2026)
(6/29/2026)
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
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 M THOMPSON's CRS (Customer Relationship Summary).
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