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Eric John Sobocinski

Investment adviser representative at Amphora Wealth Management, LLC
19 yearsExperience
2 statesRegistered in
$196.2MFirm assets
4 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
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Kylix Management, Inc.May 2016 to now
  2. Amphora Wealth Management, LLCFeb 2011 to now
  3. Walker, Lambe, PllcJan 2008 to now
  4. Turner-gary Sports, Inc.Jan 2007 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (NC, PA).

Amphora Wealth Management, LLC

$196.2MAssets managed
103Clients
3Advisers
4 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
4619747
Firm CRD
157968
Advisor's SEC record (opens in a new tab)
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