Wells Fargo Advisors
43yrs
Top advisor by experience in Melbourne
22yrs
Eric Lutton is a fiduciary financial advisor in Melbourne, Florida, with 22 years in the industry. Eric joined Proverbi Capital Advisors in 2026, after ten years at Sound Income Strategies and a year at Leonard & Company. Eric holds the CFA designation.
One of 290 advisors with offices in Melbourne, and one of 268 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901
How the firm is paid ?Percent of assets
Typical client at the firm ?$130,909
Advisors at the firm5
States licensed ?1 state
Services through Proverbi Capital Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowProverbi Capital Advisors, LLCCurrent firm
- 2015 – 2026Sound Income Strategies, LLCPreviously
- Sep 2011 – Apr 2012Leonard & CompanyPreviously
- 2004 – 2007Levitt Capital Management LLCPreviously
Contact Eric
Local office(321) 308-0626Ask for Eric. (321) 252-8585Main office 1900 S. Harbor City Blvd Suite 327Melbourne, FL 32901Office · Get directions Firm websitewww.proverbicapital.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (321) 308-0626 or the Proverbi Capital Advisors main office at (321) 252-8585, and ask for Eric Lutton.
How long has Eric been a financial advisor?
Eric has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Proverbi Capital Advisors reports being paid by a percentage of the assets they manage. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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