Principal · Clearview Wealth Management
Eric D. Figarsky
CRD 5444612 · Named on Form ADV at one SEC-registered adviser
At a glance
Clearview Wealth Management, an SEC-registered wealth manager based in Irvine, CA with $179 million in regulatory assets, lists Eric D. Figarsky on its Form ADV as Principal.
Firms and roles
- Clearview Wealth ManagementPrincipalWealth manager · Irvine, CA · $179M 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
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicholas J. BautistaPrincipal/chief Compliance Officer, Clearview 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.