Eric Showalter has been Member, Founder and Chief Compliance Officer of Arbor Private Wealth since October 2021, is a control person of the firm and directly owns 75% or more of it. Eric Showalter holds a Bachelor of Engineering in Electrical Engineering from Vanderbilt University and an MBA in Finance from The University of Texas at Austin.
Arbor Private Wealth, LLC is an Ashburn, VA firm with $160M under management, 101 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Eric Showalter is Principal and Founder of Arbor Private Wealth. He works with high-net-worth relationships across comprehensive financial planning, asset management, trust and estate planning, and charitable giving. He has over 25 years of experience with Fortune 500 companies, including 15 years with global financial services firms as a Financial Advisor, and managed a branch of a national broker-dealer in Leesburg, Virginia for 8 years.
Eric Showalter’s longest registration was 12 years at Wells Fargo Clearing Services, LLC (2009–2021). Before joining Arbor Private Wealth in 2021, Eric Showalter was registered through Wells Fargo Clearing Services, LLC and UBS Financial Services Inc.
- Arbor Private Wealth, LLCCurrent– present · 5 yearsAshburn, VA · Adviser representative · Firm CRD 315812
- Wells Fargo Clearing Services, LLC– · 12 yearsLeesburg, VA · Adviser representative · Firm CRD 19616
- UBS Financial Services Inc.– · 3 yearsVienna, VA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Arbor Private Wealth
- Certified Financial Planner®
- Certified Private Wealth Advisor®
Investment adviser representative registrations
Eric Showalter is registered as an investment adviser representative in 2 states. Each was approved in October 2021.
- TexasSince 1 October 2021
- VirginiaSince 1 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 4 June 2013 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 20 May 2013 |
| Series 31 | Futures Managed Funds Examination | 21 September 2005 |
| Series 66 | Uniform Combined State Law Examination | 31 August 2005 |
| Series 7 | General Securities Representative Examination | 10 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Charles Showalter
- CRD
- 4988304
- Firm
- Arbor Private Wealth · CRD 315812
- Role
- Member, Founder and Chief Compliance Officer
- Office
- 44679 ENDICOTT DRIVE, SUITE 300, Ashburn, VA 20147
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arborpw.com
Where does Eric Showalter work?
Eric Showalter has been Member, Founder and Chief Compliance Officer of Arbor Private Wealth, LLC since October 2021, and is a control person of the firm.
Is Eric Showalter a financial advisor?
Yes. Eric Showalter has a current investment-adviser registration in Texas and Virginia, through Arbor Private Wealth since October 2021.
How many years of experience does Eric Showalter have?
Eric Showalter has 21 years in the financial industry, since August 2005, across 3 adviser firms.
What exams has Eric Showalter passed?
Eric Showalter has passed 5 licensing exams: the Series 7, Series 66, Series 31, Series 9 and Series 10. The earliest, the Series 7, was passed in August 2005. FINRA credited Eric Showalter with the SIE, which began in October 2018.
Where did Eric Showalter work before Arbor Private Wealth?
Before Arbor Private Wealth, Eric Showalter was registered through UBS Financial Services Inc., September 2005 to March 2009.
Where is Eric Showalter based?
Eric Showalter’s registered office is in Ashburn, VA.
Is Eric Showalter registered with FINRA?
No. Eric Showalter has no current broker registration.
Is Eric Showalter a CFP?
Arbor Private Wealth lists Eric Showalter with the CFP credential (“Certified Financial Planner®”) on its website. CFP Board confirms certification status.
How can I verify Eric Showalter’s record?
Search CRD 4988304 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Showalter’s full registration record.