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RIA / WealthAdvisorCertified Financial Planner10 years in industry

ERIC ANTHONY HALLMAN

Advisor at WESTVIEW INVESTMENT ADVISORS

BURLINGTON, VT

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Search this name across graphsid dfx:ria:bc4bb645-c61b-0b4a-74e7-2f3b0529aa4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 16, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WESTVIEW INVESTMENT ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 30, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Dec 30, 2015
First registration: May 16, 2016
Dual registered: no
IAPD individual key: 6582291

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WESTVIEW INVESTMENT ADVISORS	Independent wealth	Jan 17, 2024	n/a	yes	BURLINGTON, VT	Current employment
SVB WEALTH	Independent wealth	Jun 28, 2022	Jan 5, 2024	no	Newton, MA\|BOSTON, MA	Previous registration
SVB INVESTMENT SERVICES INC.	Former SEC adviser	Oct 12, 2021	Jul 29, 2022	no	Boston, MA\|Conshohocken, PA\|Newton, MA\|Austin, TX\|Cottonwood Heights, UT	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Oct 12, 2021	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 16, 2016	Jul 13, 2018	no	MERRIMACK, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SVB WEALTH	WESTVIEW INVESTMENT ADVISORS	Jan 5, 2024	Jan 17, 2024	12	Firm change	Ibd to RIA
SVB INVESTMENT SERVICES INC.	SVB WEALTH	Jul 29, 2022	Jun 28, 2022	-31	Bulk transfer	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	SVB INVESTMENT SERVICES INC.	Oct 12, 2021	Oct 12, 2021	0	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (5)

→ WESTVIEW INVESTMENT ADVISORSRegistered adviserregistration: current employment
Jan 17, 2024 to presentfactForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Jun 28, 2022 to Jan 5, 2024factForm ADV
→ SVB INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Oct 12, 2021 to Jul 29, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Oct 12, 2021factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 16, 2016 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jan 5, 2024
Advisor changed firm
Eric Anthony Hallman left Svb Wealth for Westview Investment Advisors (registered 2024-01-17)
Form ADVobserved 5 days ago