Unclaimed Profile

Erik Christopher Weir

WCM GLOBAL WEALTH, LLC·GREENVILLE, South Carolina

Series 4, Series 7, Series 24, Series 31, Series 51, Series 63, Series 6527 years registeredWCM GLOBAL WEALTH, LLC

201 RIVERPLACE, GREENVILLE, SC 29601CRD# 2009973Firm CRD# 156594

Profile Verification

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

Identity

Erik Christopher Weir · GREENVILLE, SC

Registration

CRD #2009973 · WCM GLOBAL WEALTH, LLC · 27 years registered

Brand Profile

Not yet started

Career History

TAVERIK CAPITAL, LLC

Jul 2011 – present

FIRST ALLIED SECURITIES, INC.

Aug 2005 – Mar 2010

SIMPSONVILLE, SC

WEIR CAPITAL MANAGEMENT LLC

Feb 1999 – Apr 2005

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · February 26, 1999

Years registered · 27

Disclosure History

2010Customer Dispute·Settled

1994Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

WCM GLOBAL WEALTH, LLC

CRD 156594 · SEC 801-117029

AUM

$245M

Regulatory assets under management

Employees

302 client accounts

Services offered by WCM GLOBAL WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WCM GLOBAL WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Erik Christopher Weir offer?

Erik Christopher Weir specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Erik Christopher Weir's credentials?

Erik Christopher Weir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Christopher Weir located?

Erik Christopher Weir is based in GREENVILLE, South Carolina, working with WCM GLOBAL WEALTH, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Erik Christopher Weir charge for services?

Erik Christopher Weir's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WCM GLOBAL WEALTH, LLC?

WCM GLOBAL WEALTH, LLC has approximately 8 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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