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Eric Anthony Hallman

Westview Investment Advisors

Burlington, VT

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Current Employers
Westview Investment Advisors

118 Pine St., Burlington, VT 05401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-12
VT RA APPROVED 2024-01-17
  • TX RA
    APPROVED_RES
    Since 2025-08-12
  • VT RA
    APPROVED
    Since 2024-01-17

Branch Locations

118 Pine St., Burlington, VT 05401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Baltimore MD 05/2016 08/2017
Westview Investment Advisors Burlington VT 01/2024 Present
Fidelity Investments Austin TX 09/2017 10/2021
Svb Private Boston MA 10/2021 01/2024
  • 05/2016 → 08/2017
    Fidelity Investments
    Baltimore, MD
  • 01/2024 → Present
    Westview Investment Advisors
    Burlington, VT
  • 09/2017 → 10/2021
    Fidelity Investments
    Austin, TX
  • 10/2021 → 01/2024
    Svb Private
    Boston, MA
Previous Registrations
  • 2022-06-28 → 2024-01-05
    Svb Wealth
    Newton, MA
    Boston, MA
  • 2021-10-12 → 2022-07-29
    Svb Investment Services Inc.
    Cottonwood Heights, UT
    Austin, TX
    Boston, MA
    Conshohocken, PA
    Newton, MA
  • 2018-07-13 → 2021-10-12
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-05-16 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-26
S63 Uniform Securities Agent State Law Examination 2015-12-30
  • S66 Uniform Combined State Law Examination
    2016-04-26
  • S63 Uniform Securities Agent State Law Examination
    2015-12-30
Designations

View on SEC IAPD

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PATTI J STEFFENS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Burlington, VT
CETERA INVESTMENT ADVISERS LLC · BURLINGTON, VT
BLUE SLATE INVESTMENT MANAGEMENT · BURLINGTON, VT
GAINGELS VENTURES LLC · BURLINGTON, VT
GAINGELS MANAGEMENT LLC · BURLINGTON, VT
GAINGELS 10X CAPITAL DIVERSITY MANAGEMENT LLC · BURLINGTON, VT
TEUCRIUM INVESTMENT ADVISORS, LLC · BURLINGTON, VT
ONE DAY IN JULY LLC · BURLINGTON, VT

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