Eric Charles Showalter

Employer firm

Arbor Private Wealth, LLC CRD 315812

$160M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Mclean, VA
• 11/2016 → 10/2021
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 10/2021 → Present
  Arbor Private Wealth, Llc
  Ashburn, VA
• 10/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-02-20 → 2021-10-14
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Leesburg, VA
• 2005-09-01 → 2009-03-04
  Ubs Financial Services Inc.
  Mclean, VA
  Vienna, VA

Other Businesses

1) Arbor Private Wealth; Investment Related; At Registered Office Address; RIA; Start - 10/2021; 40 Hrs/Mth; 0 During Trading Hrs; I Will Own & Manage A Registered Investment Advisory Firm 2) PKSF; Investment Related; 80 State Street, Albany, NY 12207; Fixed/Traditional Insurance; Title - Agent; Start - 10/2021; 3 Hrs/Mth; 3 During Trading Hrs; Sales of Fixed/Traditional Insurance Products 3) Fixed Insurance; Investment Related; At Registered Office Address; Fixed/Traditional Insurance; Title - Agent; Start - 10/2021; 3 Hrs/Mth; 3 During Trading Hrs; Sales of Fixed/Traditional Insurance Products 4) Community Foundation of Loundoun and Fauquier Counties; Investment Related; 714 East Market Street, Leesburg, VA 20176; Community Philanthropy; Board Member- Investment Committee Chair; 5/24/2022; 4 hrs/mo; 2 hrs during trading; In my role as chair, I will maintain orderly investment committee meetings and ensure that the board status informed of all investment and committee related matters.. 5) Ross Svenson for School Board; not investment related; PO Box 4072 Broadlands, VA 20148; Treasurer; 03/04/2025; 5 hrs/mo and 0 hrs/mo during trading hours; Open bank accounts, receive contributions, pay vendors, report transactions.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-31

Designations

• Certified Financial Planner

Other Names

• Eric C Showalter