Eric Viavattene has been an investment adviser representative at Almanack Investment Partners since February 2024, and is not listed among the firm’s executive officers or direct owners. Eric Viavattene studied Rochester Institute of Technology at majored in Finance and Business Management. Eric Viavattene studied at Arizona State University.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Eric Viavattene is an Investment Advisor Representative with Almanack Investment Partners. He has over two decades of experience as a Private Wealth Manager serving individuals, families and business owners. Before joining Almanack he was a Partner in a registered investment advisory firm, and he then founded Phoenix Wealth Management, PLLC. He is also a partner in Kingsly Capital, LLC.
Eric Viavattene’s longest registration was 6 years at Sageguard Financial Group, LLC (2014–2021). Before joining Almanack Investment Partners in 2024, Eric Viavattene was registered through Dobbins Wealth Management, PLLC and Sageguard Financial Group, LLC.
- Almanack Investment PartnersCurrent– present · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 282428
- Dobbins Wealth Management, PLLC– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 313558
- Kingsly Capital, LLCAlso current– present · 5 yearsScottsdale, AZ · Adviser representative · Firm CRD 311796
- Sageguard Financial Group, LLC– · 6 yearsGoodlettsville, TN · Adviser representative · Firm CRD 160266
- H.D. Vest Advisory Services, Inc– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 104556
- Madison Avenue Securities, Inc.– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 23224
- MML Investors Services, Inc.– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Eric Viavattene is registered as an investment adviser representative in Arizona, since December 2020.
- ArizonaSince 22 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 April 2007 |
| Series 7 | General Securities Representative Examination | 25 September 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric James Viavattene
- CRD
- 4245523
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- 15051 N. Kierland Blvd, Suite 301, Scottsdale, AZ 85254
- Registration
- Investment adviser registration
- In the industry since
- September 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- almanackip.com
Where does Eric Viavattene work?
Eric Viavattene is an investment adviser representative registered through Almanack Investment Partners, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Eric Viavattene a financial advisor?
Yes. Eric Viavattene has a current investment-adviser registration in Arizona, through Almanack Investment Partners since February 2024.
How many years of experience does Eric Viavattene have?
Eric Viavattene has 19 years in the financial industry, since September 2007, across 7 adviser firms.
What exams has Eric Viavattene passed?
Eric Viavattene has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2000.
Where did Eric Viavattene work before Almanack Investment Partners?
Before Almanack Investment Partners, Eric Viavattene was registered through Dobbins Wealth Management, PLLC, April 2021 to January 2024; Sageguard Financial Group, LLC, June 2014 to May 2021; H.D. Vest Advisory Services, Inc, October 2011 to June 2014; Madison Avenue Securities, Inc., March 2010 to September 2011; MML Investors Services, Inc., April 2007 to December 2009.
Where is Eric Viavattene based?
Eric Viavattene’s registered office is in Scottsdale, AZ.
Is Eric Viavattene registered with FINRA?
No. Eric Viavattene has no current broker registration.
How can I verify Eric Viavattene’s record?
Search CRD 4245523 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Viavattene’s full registration record.
