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ERIC M THOMPSON

ERIC M. THOMPSON

TITAN | PRINCIPAL
NEW YORK, NY 10012
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CRD#: 6534273
ERIC M THOMPSON
ERIC M THOMPSONTITAN

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

Always Fiduciary

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 future needs. Eric is an avid hiker and a musician in his free time, playing both the guitar and drums.

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 M THOMPSON's CRS (Customer Relationship Summary).
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: 2017

Education

Ramapo College of New Jersey

B.S. - Business Administration with a concentration in Finance

Experience

Current

June 29, 2026 - Present

TITAN

Office #1: 508 Laguardia Place, New York, NY 10012
RIA
CRD#: 290111
NEW YORK, NY
Past

January 15, 2025 - June 15, 2026

SECFI ADVISORY LIMITED

RIA
CRD#: 306961
West Orange, NJ
Past

December 6, 2022 - January 3, 2025

CERITY PARTNERS LLC

RIA
CRD#: 151559
EDINA, MN
Past

September 22, 2015 - December 7, 2022

ROUND TABLE WEALTH MANAGEMENT

RIA
CRD#: 111304
Edina, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TITAN
TITAN | WHISKER TECHNOLOGIES, INC. | TITAN INVEST | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC

CRD#: 290111 / SEC#: 801-112142

RIA
Registered Investment Advisory firm - (12/8/2017 Approved)

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
New York
(6/29/2026)
IAR
Texas
(6/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/16/2015
Uniform Investment Adviser Law Examination

Current Firm

TI
TITAN
TITAN | WHISKER TECHNOLOGIES, INC. | TITAN INVEST | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC

CRD#: 290111 / SEC#: 801-112142

RIA
Registered Investment Advisory firm - (12/8/2017 Approved)
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Contact information

Main Address
508 Laguardia Place, New York, NY 10012
Mailing Address
Phone number
(973) 490-4042
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CLIENT BROCHURE (11/20/2025)

Regulatory assets under management

Total Number of Accounts68,387
AUM (Assets Under Management)$ 1,117,366,876

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.

Company Information

TITAN

PRINCIPALCRD#: 290111New York, NY 10012

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