Eric Ervin is a CFP-designated registered investment advisor at Heirmont Wealth Management, based in Alpine, CA, with 21 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
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Location
Alpine, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Heirmont Wealth Management
September 2026 - Present · 1 mo
Previous Registrations
Alps Distributors, INC.Broker
April 2020 - November 2020 · 7 mos
Reality Shares Advisors
March 2014 - April 2021 · 7 yrs 1 mo
Alps Distributors, INC.Broker
September 2013 - July 2018 · 4 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2011 · 2 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2011 · 2 yrs 4 mos
Citigroup Global Markets INC.
September 2004 - June 2009 · 4 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2004 - June 2009 · 4 yrs 9 mos
Morgan Stanley
August 1998 - September 2004 · 6 yrs 1 mo
Morgan Stanley Dw INC.Broker
July 1997 - September 2004 · 7 yrs 2 mos
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.
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