Eric Wolf, financial advisor Morristown NJ

Eric Wolf

CRD Number: 2726395
Current Firm: Private Advisor Group, LLC
Compensation Model: Fee Only

Eric Wolf (CRD# 2726395) is a Wealth Advisor working at Williamsburg Financial Group.  He covers Norfolk / Virginia Beach, Williamsburg & Richmond, VA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group,llc Morristown, NJ Dec 2021 - Current 2
Lpl Financial LLC Williamsburg, VA Jan 2018 - Current 6
Charles Schwab Bank Virginia Beach, VA Feb 2005 - Jan 2018 12
Charles Schwab & Company, Inc. Virginia Beach, VA Mar 1996 - Jan 2018 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S66 NASAA Uniform Combined State Law Examination Dec 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Eric O. Wolf
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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