Unclaimed Profile

Eric Charles Showalter

ARBOR PRIVATE WEALTH, LLC·ASHBURN, Virginia

SIE, Series 7, Series 9, Series 10, Series 31, Series 66CFPClean record20 years registeredARBOR PRIVATE WEALTH, LLC

44679 ENDICOTT DRIVE, ASHBURN, VA 20147CRD# 4988304Firm CRD# 315812

Profile Verification

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

Identity

Eric Charles Showalter · ASHBURN, VA

Registration

CRD #4988304 · ARBOR PRIVATE WEALTH, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ARBOR PRIVATE WEALTH, LLC

Oct 2021 – present

WELLS FARGO CLEARING SERVICES, LLC

Feb 2009 – Oct 2021

LEESBURG, VA

UBS FINANCIAL SERVICES INC.

Sep 2005 – Mar 2009

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · September 1, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR PRIVATE WEALTH, LLC

CRD 315812 · SEC 801-122411

AUM

$152M

Regulatory assets under management

Employees

384 client accounts

Services offered by ARBOR PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Charles Showalter offer?

Eric Charles Showalter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHBURN, Virginia for a consultation.

What are Eric Charles Showalter's credentials?

Eric Charles Showalter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Charles Showalter located?

Eric Charles Showalter is based in ASHBURN, Virginia, working with ARBOR PRIVATE WEALTH, LLC. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.

How does Eric Charles Showalter charge for services?

Eric Charles Showalter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR PRIVATE WEALTH, LLC?

ARBOR PRIVATE WEALTH, LLC has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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