Eric A. Hallman

WESTVIEW INVESTMENT ADVISORS

BURLINGTON, VT 05401

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CRD#: 6582291

Professional summary

Eric Anthony Hallman is a registered financial advisor currently at WESTVIEW INVESTMENT ADVISORS located in Burlington, Vermont.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

SVB Wealth LLC-Investment Related-Relationship Manager Position is Relationship Manager; Started 06/2022; FTE employee; Provide wealth management advise to SVBW clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Anthony Hallman'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®

None

Experience

Current

January 17, 2024 - Present

WESTVIEW INVESTMENT ADVISORS

Office #1: 118 Pine St., Burlington, VT 05401

RIA

CRD#: 305655

BURLINGTON, VT

Past

June 28, 2022 - January 5, 2024

SVB WEALTH

RIA

CRD#: 172832

BOSTON, MA

Past

October 12, 2021 - July 29, 2022

SVB INVESTMENT SERVICES INC.

RIA

CRD#: 168116

Boston, MA

Past

October 12, 2021 - December 31, 2023

SVB INVESTMENT SERVICES INC.

CRD#: 168116

Boston, MA

Past

July 13, 2018 - October 12, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

May 16, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

December 21, 2015 - October 12, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

AUSTIN, TX

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".

WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS | WESTVIEW MANAGEMENT LLC

CRD#: 305655 / SEC#: 801-117557

RIA

Registered Investment Advisory firm - (10/25/2019 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

Texas
(8/12/2025)

IAR

Vermont
(1/17/2024)

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

State Security Law Exam

IAR

Series 66

Date: 4/26/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/30/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2015

General Securities Representative Examination

Current Firm

WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS | WESTVIEW MANAGEMENT LLC

CRD#: 305655 / SEC#: 801-117557

RIA

Registered Investment Advisory firm - (10/25/2019 Approved)

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Contact information

Main Address

118 Pine St., Burlington, VT 05401

Mailing Address

Phone number

(802) 489-5342

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/17/2025)

Regulatory assets under management

Total Number of Accounts	471
AUM (Assets Under Management)	$ 196,770,348

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.

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Advisor Monitoring

Firm Stability Insights

Eric A. Hallman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Anthony Hallman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SVB WEALTH

SVB INVESTMENT SERVICES INC.

SVB INVESTMENT SERVICES INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

WESTVIEW INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/26/2016

Series 63

Date: 12/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2015

Current Firm

WESTVIEW INVESTMENT ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTVIEW INVESTMENT ADVISORS

TRUST BUT VERIFY

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