Supreme Alliance
47yrs
Top advisor by experience in Charlotte
2yrs
Based in Charlotte, North Carolina, Eric Smith is a financial advisor with 2 years of industry experience. Eric has been with Ritholtz Wealth Management since 2026; before that, Eric spent a year at Corient. Eric holds the CFP® designation.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office127 W. Worthington Ave Suite 290, Charlotte, NC 28203
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.15 million
Advisors at the firm57
States licensed ?1 state
Services through Ritholtz Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2026 – nowRitholtz Wealth ManagementCurrent firm
- Mar 2025 – Aug 2026CorientPreviously
Contact Eric
(212) 625-1200Firm headquarters in New York, NY. Ask for Eric. 127 W. Worthington Ave Suite 290Charlotte, NC 28203Office · Get directions Instagram pageRitholtz Wealth Management
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Ritholtz Wealth Management at (212) 625-1200 and ask for Eric Smith. Eric works from the Charlotte, NC office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Eric hold?
No exams are listed on the official record.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Ritholtz Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. 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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