Unclaimed Profile

James Eric Hutchby

GREERWALKER WEALTH LLC·CHARLOTTE, North Carolina

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TO24 years registeredGREERWALKER WEALTH LLC

227 WEST TRADE STREET, CHARLOTTE, NC 28202CRD# 2573815Firm CRD# 118154

Profile Verification

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

Identity

James Eric Hutchby · CHARLOTTE, NC

Registration

CRD #2573815 · GREERWALKER WEALTH LLC · 24 years registered

Brand Profile

Not yet started

Career History

ACCURATE WEALTH MANAGEMENT, LLC

Apr 2026 – present

CHOREO, LLC

Feb 2023 – Apr 2026

Charlotte, NC

GREERWALKER WEALTH LLC

Nov 2020 – Feb 2023

CHARLOTTE, NC

TRAVERSE WEALTH

Jul 2006 – Dec 2020

MOORESVILLE, NC

MULTI-FINANCIAL SECURITIES CORPORATION

Jan 2004 – Jan 2006

MOORESVILLE, NC

H. BECK, INC.

Sep 2003 – Sep 2003

MOORESVILLE, NC

IFG ADVISORY SERVICES INC

Dec 2001 – Jan 2004

MOORESVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

2008Customer 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

GREERWALKER WEALTH LLC

CRD 118154 · SEC 801-61246

AUM

$346M

Regulatory assets under management

Employees

618 client accounts

Services offered by GREERWALKER WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREERWALKER WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does James Eric Hutchby offer?

James Eric Hutchby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are James Eric Hutchby's credentials?

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

Where is James Eric Hutchby located?

James Eric Hutchby is based in CHARLOTTE, North Carolina, working with GREERWALKER WEALTH LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does James Eric Hutchby charge for services?

James Eric Hutchby'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 GREERWALKER WEALTH LLC?

GREERWALKER WEALTH LLC has approximately 5 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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