Manager, Chief Compliance Officer, Member · Amphora Wealth Management, LLC
Eric J. Sobocinski
CRD 4619747 · Named on Form ADV at one SEC-registered adviser
At a glance
Amphora Wealth Management, LLC, an SEC-registered wealth manager based in Chapel Hill, NC with $196 million in regulatory assets, lists Eric J. Sobocinski on its Form ADV as Manager, Chief Compliance Officer, Member, a control person.
Firms and roles
- Amphora Wealth Management, LLCManager, Chief Compliance Officer, MemberWealth manager · Chapel Hill, NC · $196M 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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- 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.
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.