Eric C. Bird

TRITON WEALTH MANAGEMENT, PLLC

Sun City, AZ 85351

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CRD#: 7068891

Professional summary

Eric Charles Bird, CFP® is a registered financial advisor currently at TRITON WEALTH MANAGEMENT, PLLC located in Sun City, Arizona.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Eric has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Charles Bird'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: 2018

Experience

Current

February 22, 2019 - Present

TRITON WEALTH MANAGEMENT, PLLC

Office #1: 13211 N 103rd Ave, Ste. 4, Sun City, AZ 85351

RIA

CRD#: 291070

Sun City, AZ

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".

TRITON WEALTH MANAGEMENT, PLLC

ROXBURY ADVISORS LLC | TRITON WEALTH MANAGEMENT, PLLC

CRD#: 291070 / SEC#: 801-114305

RIA

Registered Investment Advisory firm - (11/16/2018 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

Arizona
(2/22/2019)

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

Current Firm

TRITON WEALTH MANAGEMENT, PLLC

ROXBURY ADVISORS LLC | TRITON WEALTH MANAGEMENT, PLLC

CRD#: 291070 / SEC#: 801-114305

RIA

Registered Investment Advisory firm - (11/16/2018 Approved)

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Contact information

Main Address

13211 N 103rd Ave Suite 4, Sun City, AZ 85351

Mailing Address

Phone number

(623) 209-0850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,373
AUM (Assets Under Management)	$ 379,504,905

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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Eric C. Bird

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Charles Bird's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRITON WEALTH MANAGEMENT, PLLC

Primary Firm SEC Registration

TRITON WEALTH MANAGEMENT, PLLC

State Registrations and Notice Filings

Exams

Current Firm

TRITON WEALTH MANAGEMENT, PLLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRITON WEALTH MANAGEMENT, PLLC

TRUST BUT VERIFY

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