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Eric Thomas Haney

Haney Capital Management

Dana Point, CA

CRD 6174717

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Employer firm

Haney Capital Management CRD 166642

$1.93M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • INVESTMENT CONSULTING

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

Current Employers
Haney Capital Management

Dana Point, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-06-11
  • CA RA
    APPROVED
    Since 2013-06-11

Branch Locations

Dana Point, CA • 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
The Boeing Company Long Beach CA 06/2002 04/2017
Haney Capital Management Dana Point CA 01/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-02
  • S65 Uniform Investment Adviser Law Examination
    2011-04-02

View on SEC IAPD

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