SONTAG ERIC MATTHEW appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SONTAG ERIC MATTHEW appears on 10 filing roles across Form ADV (10).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WEALTHSPIRE ADVISORS LLC | PRESIDENT & CHIEF OPERATIONS OFFICER | NEW YORK, NY |
| — | Form ADV | WEALTHSPIRE ADVISORS | PRESIDENT & CHIEF OPERATIONS OFFICER | MELVILLE, NY |
| — | Form ADV | PRIVATE CAPITAL GROUP, LLC | PRESIDENT & CHIEF OPERATIONS OFFICER | WEST HARTFORD, CT |
| — | Form ADV | PRIVATE OCEAN, LLC | PRESIDENT & CHIEF OPERATIONS OFFICER | SAN RAFAEL, CA |
| — | Form ADV | SAGE FINANCIAL ADVISORS, LLC | PRESIDENT & CHIEF OPERATIONS OFFICER | RENO, NV |
| — | Form ADV | STRATEGIC WEALTH MANAGEMENT GROUP, LLC | PRESIDENT & CHIEF OPERATIONS OFFICER | FULTON, MD |
| — | Form ADV | HERON FINANCIAL GROUP, LLC | PRESIDENT & CHIEF OPERATIONS OFFICER | NEW YORK, NY |
| — | Form ADV | ACG ADVISORY SERVICES, LLC | PRESIDENT & CHIEF OPERATIONS OFFICER | MIDLOTHIAN, VA |
| — | Form ADV | WEALTHSPIRE ADVISORS, L.P. | CHIEF OPERATIONS OFFICER | POTOMAC, MD |
| — | Form ADV | WALDEN WEALTH PARTNERS, LLC | PRESIDENT & CHIEF OPERATIONS OFFICER | BEACHWOOD, OH |