Eric Anthony Furey Review

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Eric Anthony Furey, based in Jersey City, NJ, is an Investment Advisor with 11 years of experience. Eric is registered with Accretive Wealth Partners, which provides investment advisory services for 74 clients.

Professional Summary

Eric Anthony Furey is a Investment Advisor registered with Accretive Wealth Partners. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).

Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.

Financial Advisor Value
First Name Eric
Last Name Furey
Type Investment Advisor
Education Bachelors, University of South Carolina (2008)
FINRA Active Previously (View Finra BrokerCheck CRD#5584107)
SEC Active Yes (View SEC IAPD CRD#5584107)
Office Address 185 Hudson St #2500, Jersey City, NJ 07302

Personal Bio

Eric is a Managing Partner and Wealth Advisor. As Wealth Advisor, he is responsible for managing all aspects of client relationships. Eric has over 10 years of experience in working with clients helping them achieve their financial goals. He is a CFA Charterholder as well as a CFP® professional.

Compensation Options Result
% Assets Ask Advisor
Fixed Ask Advisor
Hourly Ask Advisor
Commissions No


Financial professional has not provided their certifications (e.g., CFP, CFA).

Regulatory History

Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Eric Furey, identified the following regulatory disclosures.

Disclosure Result
Customer Disputes None
Terminations None
Financial Disclosures None
Judgement/Liens None
Regulatory Events None
Civil Events None
Criminal Disclosures None
Investigations None
Total Years Registered 11 years
Total Registered Employers 3
Works for an Trusted firm? Yes

Accretive Wealth Partners

Trusted Accretive Wealth Partners, registered in 2019, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advisors. Accretive Wealth Partners manages $118.6 million and provides investment advisory services for 74 clients (1:25 advisor/client ratio).

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This automated report was generated using SEC and FINRA data and was last updated on July 3rd, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

*SEC data last verified 07/03/2020. FINRA data last verified 07/03/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.