RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Eric John Gritter
- Professional profile
- linkedin.com/in/eric-gritter-cfareportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Clearview Capital state registered currentsince Jan 1, 2026 · Holland, Mi
- Smartpath Advisors no RAUMJul 9, 2024 to Sep 6, 2024 · Atlanta, Ga
- Strategic Financial Group, L.L.C. state registeredJan 4, 2022 to Sep 13, 2023 · Grand Haven, Mi
- USA Financial Securities LLC independent RIAMar 22, 2012 to Jan 7, 2022 · Ada, Mi
- Edward Jones national BDNov 26, 2007 to Feb 2, 2012 · Holland, Mi
- Smartpath Advisors to Clearview Capitalleft Sep 6, 2024, registered Jan 1, 2026 (482 days) · Other
- Strategic Financial Group, L.L.C. to Smartpath Advisorsleft Sep 13, 2023, registered Jul 9, 2024 (300 days) · Other
- USA Financial Securities LLC to Strategic Financial Group, L.L.C.left Jan 7, 2022, registered Jan 4, 2022 (-3 days) · RIA to a state-registered adviser · moved with a team
- Edward Jones to USA Financial Securities LLCleft Feb 2, 2012, registered Mar 22, 2012 (49 days) · Other
- Eric John Gritter left Smartpath Advisors for Clearview Capital (registered 2026-01-01)Sep 6, 2024 · Advisor changed firm · fact
- Eric John Gritter left Strategic Financial Group, L.L.C. for Smartpath Advisors (registered 2024-07-09)Sep 13, 2023 · Advisor changed firm · fact
- Eric John Gritter left Usa Financial Securities Llc for Strategic Financial Group, L.L.C. (registered 2022-01-04)Jan 7, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address