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Cco/portfolio Manager · First and Main Financial

Eric M. Wheeler

CRD 5570782 · Named on Form ADV at one SEC-registered adviser

At a glance

First and Main Financial, an SEC-registered wealth manager with $165 million in regulatory assets, lists Eric M. Wheeler on its Form ADV as Cco/portfolio Manager.

Firms and roles

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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
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Control-person status
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When each role began
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Each firm’s assets and growth
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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

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.