Eric Furey has been Managing Member, Managing Partner of Accretive Wealth Partners since December 2018, is a control person of the firm and directly owns between 25% and 50% of it.
Accretive Wealth Partners, LLC is a Parsippany, NJ firm with $505M under management, 204 clients and 3 advisers in one office, as of its June 2026 filing.
Eric Furey is a Managing Partner of Accretive Wealth Partners and manages client relationships. He is an active member of the firm's Investment Committee and Financial Planning Committee. Before founding Accretive, he spent 10 years at a wealth management firm in New Jersey, where he co-chaired its Financial Planning Committee and was a voting member of its Investment Committee for 8 years.
Eric Furey’s longest registration was 9 years at Regentatlantic (2009–2018). Before joining Accretive Wealth Partners in 2019, Eric Furey was registered through Regentatlantic.
- – present · 7 yearsParsippany, NJ · Adviser representative · Firm CRD 299544
- Regentatlantic– · 9 yearsMorristown, NJ · Adviser representative · Firm CRD 105995
Professional designations
Listed by Accretive Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Eric Furey is registered as an investment adviser representative in New Jersey, since March 2019.
- New JerseySince 13 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 2009 |
| Series 7 | General Securities Representative Examination | 3 September 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Anthony Furey
- CRD
- 5584107
- Firm
- Accretive Wealth Partners · CRD 299544
- Role
- Managing Member, Managing Partner
- Office
- 1 GATEHALL DRIVE, SUITE 207, Parsippany, NJ 07054
- Registration
- Investment adviser registration
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- accretivewealthpartners.com
Where does Eric Furey work?
Eric Furey has been Managing Member, Managing Partner of Accretive Wealth Partners, LLC since December 2018, and is a control person of the firm.
Is Eric Furey a financial advisor?
Yes. Eric Furey has a current investment-adviser registration in New Jersey, through Accretive Wealth Partners since March 2019.
How many years of experience does Eric Furey have?
Eric Furey has 17 years in the financial industry, since May 2009, across 2 adviser firms.
What exams has Eric Furey passed?
Eric Furey has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in September 2008.
Where did Eric Furey work before Accretive Wealth Partners?
Before Accretive Wealth Partners, Eric Furey was registered through Regentatlantic, February 2009 to December 2018.
Where is Eric Furey based?
Eric Furey’s registered office is in Parsippany, NJ.
Is Eric Furey registered with FINRA?
No. Eric Furey has no current broker registration.
Is Eric Furey a CFP?
Accretive Wealth Partners lists Eric Furey with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Eric Furey a CFA charterholder?
Accretive Wealth Partners lists Eric Furey with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Eric Furey’s record?
Search CRD 5584107 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Furey’s full registration record.
