Eric A Vinores
Investment adviser representative at Catoctin Ridge Wealth Partner
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$199MFirm assets
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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
13 years in the industry.
- LPL Financial LLCMay 2025 to now
- Catoctin Ridge Wealth PartnerNov 2024 to now
- Catoctin Ridge Wealth Partners, LLCOct 2024 to now
- Peak Benefits GroupMay 2017 to now
- Vinores Management IncMar 2013 to now
- Grove Point Advisors, LLCApr 2021 to May 2025
- Grove Point Investments, LLCApr 2021 to May 2025
- H. Beck, Inc.Jan 2020 to Mar 2021
- NationwideJul 2013 to Dec 2019
- Nationwide Securities LLCJul 2013 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Catoctin Ridge Wealth Partner
Legal name: Catoctin Ridge Wealth Partner, LLC
$199MAssets managed
933Clients
4Advisers
1 yearIn 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
- 5652235
- Firm CRD
- 333113