Shaun Erickson, financial advisor Boston MA

Shaun Erickson

CRD Number: 4511189
Current Firm: Single Point Partners

Shaun Erickson (CRD# 4511189) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has over 21 years of experience in the finance industry. Shaun Erickson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Single Point Partners, LLC Boston, MA Jun 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Shaun D. Erickson
Phone Number: 617-600-0510
Firm Website: https://www.spcfo.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    525
    MILLIONS
  • Total Number of Accounts
    963
    ACCOUNTS
  • Average Account Value
    $545,162
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MA, NH, NY, VA

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