Eric Richard Belz
Investment Adviser Representative at R. F. Lafferty & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Richard Belz is an investment adviser representative with R. F. Lafferty & Co., Inc. in Mongomery, TX, where they have been registered since 2016. They have worked in the securities industry since 2009 and have been registered with 4 firms, including Newport Coast Securities, Inc. and Benjamin Securities, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Delaware, Florida, New York, North Carolina, Pennsylvania, South Carolina, and Texas.
Registrations & licenses
- Investment adviser:
- Delaware, Florida, New York, North Carolina, Pennsylvania, South Carolina, Texas
- Broker:
20 states and territories
Arizona, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Belz Monument ServiceNov 2014 – no end date reportedHouston, TX
- R F Lafferty & Co IncAug 2016 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About R. F. Lafferty & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Management, Investment Banking, Capital Markets, Institutional Sales, Market Making, Research
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-107428
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at R. F. Lafferty & Co., Inc.
Showing 12 of 16 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Richard Belz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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