Chief Compliance Officer · Heirmont Wealth Management
Eric R. Ervin
CRD 2885854 · Named on Form ADV at one SEC-registered adviser
At a glance
Heirmont Wealth Management, an SEC-registered asset manager based in Uniondale, NY with $0 in regulatory assets, lists Eric R. Ervin on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Heirmont Wealth ManagementChief Compliance OfficerAsset manager · Uniondale, NY · $0M in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- MICHAEL H. CHANGManaging Member, Heirmont Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.