Unclaimed Profile

Eric Daniel Figarsky

CLEARVIEW WEALTH MANAGEMENT, LLC·IRVINE, California

SIE, Series 7, Series 66CFPClean record11 years registeredCLEARVIEW WEALTH MANAGEMENT, LLC

4 VENTURE, IRVINE, CA 92618CRD# 5444612Firm CRD# 288978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Daniel Figarsky · IRVINE, CA

Registration

CRD #5444612 · CLEARVIEW WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

CLEARVIEW WEALTH MANAGEMENT

Mar 2018 – present

COMMONWEALTH FINANCIAL NETWORK

Jan 2015 – May 2019

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 23, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARVIEW WEALTH MANAGEMENT, LLC

CRD 288978 · SEC 801-121594

AUM

$145M

Regulatory assets under management

Employees

587 client accounts

Services offered by CLEARVIEW WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARVIEW WEALTH MANAGEMENT, LLC →

Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in IRVINE?

Browse all registered financial advisors in IRVINE, California or claim this profile if it's yours.

Browse IRVINE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Daniel Figarsky offer?

Eric Daniel Figarsky specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Eric Daniel Figarsky's credentials?

Eric Daniel Figarsky holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Daniel Figarsky located?

Eric Daniel Figarsky is based in IRVINE, California, working with CLEARVIEW WEALTH MANAGEMENT, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Eric Daniel Figarsky charge for services?

Eric Daniel Figarsky's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARVIEW WEALTH MANAGEMENT, LLC?

CLEARVIEW WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →