Eric Joseph Walter
Investment adviser representative at Altfest Personal Wealth Management
22 yearsExperience
3 statesRegistered in
$1.8BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Altfest Personal Wealth ManagementSep 2025 to now
- Pascack Valley Regional High School DistrictJan 2025 to Jun 2025
- UnemployedJul 2023 to Dec 2024
- UBS Financial Services Inc.May 2004 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
Altfest Personal Wealth Management
Legal name: L.J. Altfest & Co., Inc.
$1.8BAssets managed
695Clients
19Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3237726
- Firm CRD
- 110130