Unclaimed Profile

Eric Zachary Weissman

BPM ADVISORS, INC.·PALO ALTO, California

SIE, Series 7, Series 7TO, Series 63, Series 6619 years registeredBPM ADVISORS, INC.

2000 UNIVERSITY AVE, PALO ALTO, CA 94303CRD# 5207047Firm CRD# 164441

Profile Verification

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

Identity

Eric Zachary Weissman · PALO ALTO, CA

Registration

CRD #5207047 · BPM ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Dec 2025 – present

SAGEVIEW ADVISORY GROUP, LLC

Apr 2018 – Jan 2026

Redwood City, CA

FORUSALL

Aug 2017 – Mar 2018

SAN FRANCISCO, CA

BPM ADVISORS, INC.

Jan 2015 – Aug 2017

SAN JOSE, CA

BPM ADVISORS, INC.

Nov 2014 – Dec 2014

SAN JOSE, CA

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2012 – Sep 2014

CAMPBELL, CA

VALIC FINANCIAL ADVISORS, INC.

Dec 2006 – Jan 2012

EMERYVILLE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · December 5, 2006

Years registered · 19

Disclosure History

2012Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BPM ADVISORS, INC.

CRD 164441 · SEC 801-76826

AUM

$2M

Regulatory assets under management

Employees

1 client accounts

Services offered by BPM ADVISORS, INC.

Per Form ADV

Publication of periodicals/newsletters

View all advisors at BPM ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Zachary Weissman offer?

Eric Zachary Weissman is a registered financial advisor in PALO ALTO, California. Contact their office for details on services offered.

What are Eric Zachary Weissman's credentials?

Eric Zachary Weissman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Zachary Weissman located?

Eric Zachary Weissman is based in PALO ALTO, California, working with BPM ADVISORS, INC.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Eric Zachary Weissman charge for services?

Eric Zachary Weissman'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 BPM ADVISORS, INC.?

BPM ADVISORS, INC. has approximately 1 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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