Unclaimed Profile

Eric Anthony Furey

ACCRETIVE WEALTH PARTNERS, LLC·PARSIPPANY, New Jersey

Series 7, Series 65Clean record17 years registeredACCRETIVE WEALTH PARTNERS, LLC

1 GATEHALL DRIVE, PARSIPPANY, NJ 07054CRD# 5584107Firm CRD# 299544

Profile Verification

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

Identity

Eric Anthony Furey · PARSIPPANY, NJ

Registration

CRD #5584107 · ACCRETIVE WEALTH PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ACCRETIVE WEALTH PARTNERS, LLC

Mar 2019 – present

REGENTATLANTIC

Feb 2009 – Dec 2018

MORRISTOWN, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · February 25, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCRETIVE WEALTH PARTNERS, LLC

CRD 299544 · SEC 801-117780

AUM

$323M

Regulatory assets under management

Employees

568 client accounts

Services offered by ACCRETIVE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACCRETIVE WEALTH PARTNERS, 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 PARSIPPANY?

Browse all registered financial advisors in PARSIPPANY, New Jersey or claim this profile if it's yours.

Browse PARSIPPANY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Anthony Furey offer?

Eric Anthony Furey specializes in Financial Planning, Investment Management. Contact their office in PARSIPPANY, New Jersey for a consultation.

What are Eric Anthony Furey's credentials?

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

Where is Eric Anthony Furey located?

Eric Anthony Furey is based in PARSIPPANY, New Jersey, working with ACCRETIVE WEALTH PARTNERS, LLC. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.

How does Eric Anthony Furey charge for services?

Eric Anthony Furey'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 ACCRETIVE WEALTH PARTNERS, LLC?

ACCRETIVE WEALTH PARTNERS, LLC has approximately 3 employees and manages $323M 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 →