Eric Hallman has held the title Member at Westview Management since January 2025, is a control person of the firm and directly owns between 25% and 50% of it. Eric Hallman holds a Bachelor of Science degree in Business Administration from Elmira College.
Westview Management LLC is a Burlington, VT firm with $229M under management, 165 clients and 4 advisers in one office, as of its February 2026 filing.
Eric Hallman is a Member of Westview Investment Advisors, based in Burlington, Vermont. He began his career with Fidelity Investments as a trader, then served as a Planning Consultant and Relationship Manager, working with Fidelity clients at two offices. Most recently, he was a Private Wealth Advisor with SVB Private in Boston.
Eric Hallman’s longest registration was 3 years at Fidelity Personal and Workplace Advisors (2018–2021). Before joining Westview Management in 2024, Eric Hallman was registered through SVB Wealth and SVB Investment Services Inc.
- Westview Investment AdvisorsCurrent– present · 2 yearsBurlington, VT · Adviser representative · Firm CRD 305655
- SVB Wealth– · 1 yearBoston, MA · Adviser representative · Firm CRD 172832
- SVB Investment Services Inc.– · under a yearBoston, MA · Adviser representative · Firm CRD 168116
- Fidelity Personal and Workplace Advisors– · 3 yearsBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 2 yearsMerrimack, NH · Adviser representative · Firm CRD 104555
Professional designations
Listed by Westview Management
- CFP®
Investment adviser representative registrations
Eric Hallman is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2024; the most recent is Texas, in August 2025.
- TexasResidentSince 12 August 2025
- VermontSince 17 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 April 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 2015 |
| Series 7 | General Securities Representative Examination | 21 December 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Anthony Hallman
- CRD
- 6582291
- Firm
- Westview Management · CRD 305655
- Role
- Member
- Office
- 118 PINE ST., Burlington, VT 05401
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westviewinvest.com
Where does Eric Hallman work?
Eric Hallman has held the title Member at Westview Management LLC since January 2025, and is a control person of the firm.
Is Eric Hallman a financial advisor?
Yes. Eric Hallman has a current investment-adviser registration in Texas and Vermont, through Westview Management since January 2024.
How many years of experience does Eric Hallman have?
Eric Hallman has 10 years in the financial industry, since December 2015, across 5 adviser firms.
What exams has Eric Hallman passed?
Eric Hallman has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2015. FINRA credited Eric Hallman with the SIE, which began in October 2018.
Where did Eric Hallman work before Westview Management?
Before Westview Management, Eric Hallman was registered through SVB Wealth, June 2022 to January 2024; SVB Investment Services Inc., October 2021 to July 2022; Fidelity Personal and Workplace Advisors, July 2018 to October 2021; Strategic Advisers LLC, May 2016 to July 2018.
Where is Eric Hallman based?
Eric Hallman’s registered office is in Burlington, VT.
Is Eric Hallman registered with FINRA?
No. Eric Hallman has no current broker registration.
Is Eric Hallman a CFP?
Westview Management lists Eric Hallman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Eric Hallman’s record?
Search CRD 6582291 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Hallman’s full registration record.
