Unclaimed Profile

Eric John Sobocinski

AMPHORA WEALTH MANAGEMENT, LLC·CHAPEL HILL, North Carolina

Series 6, Series 63, Series 65Clean record21 years registeredAMPHORA WEALTH MANAGEMENT, LLC

100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 4619747Firm CRD# 157968

Profile Verification

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

Identity

Eric John Sobocinski · CHAPEL HILL, NC

Registration

CRD #4619747 · AMPHORA WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

AMPHORA WEALTH MANAGEMENT, LLC

Jul 2011 – present

JOSEPH CAPITAL MANAGEMENT, LLC

Feb 2009 – Jun 2011

CHAPEL HILL, NC

RELIANCE SECURITIES, LLC

Aug 2007 – Apr 2008

CHAPEL HILL, NC

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

May 2006 – Oct 2006

RALEIGH, NC

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

May 2005 – Oct 2006

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · May 13, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMPHORA WEALTH MANAGEMENT, LLC

CRD 157968 · SEC 801-125693

AUM

$123M

Regulatory assets under management

Employees

588 client accounts

Services offered by AMPHORA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMPHORA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Eric John Sobocinski offer?

Eric John Sobocinski specializes in Financial Planning, Investment Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Eric John Sobocinski's credentials?

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

Where is Eric John Sobocinski located?

Eric John Sobocinski is based in CHAPEL HILL, North Carolina, working with AMPHORA WEALTH MANAGEMENT, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Eric John Sobocinski charge for services?

Eric John Sobocinski'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 AMPHORA WEALTH MANAGEMENT, LLC?

AMPHORA WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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