Troy Erickson, financial advisor Boston MA

Troy Erickson

CRD Number: 2553820
Current Firm: Steward Partners Investment Advisory, LLC

Troy Erickson (CRD# 2553820) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Boston, MA Mar 2020 - Current < 1
Steward Partners Global Advisory Boston, MA Mar 2020 - Current < 1
Steward Partners Global Advisory, LLC Boston, MA Mar 2020 - Current < 1
Steward Partners Investment Advisory, LLC New York, NY Mar 2020 - Current < 1
Erickson Metals Cheshire, CT Mar 2018 - Current 2
Ubs Financial Services Inc. Boston, MA May 2011 - Mar 2018 6
Morgan Stanley Smith Barney Cincinnati, OH Jun 2009 - May 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Troy R. Erickson
Phone Number: 212-364-0364
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,348
    MILLIONS
  • Total Number of Accounts
    16,315
    ACCOUNTS
  • Average Account Value
    $450,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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