Erin McKinley, financial advisor Princeton NJ
90 score

Erin McKinley

CRD Number: 5338536
Current Firm: Strategic Advisers, Inc.

Erin McKinley (CRD# 5338536) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Princeton, NJ and has over 3 years of experience in the finance industry.

Similar Advisors
Frank Polashock, financial advisor Princeton NJ
Frank Polashock
CRD# 4961369
Fxp Advisory Services
Score
106
Similar Advisors
John Middleton, financial advisor Princeton NJ
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Princeton NJ
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Fidelity Investments Princeton, NJ Jun 2014 - Current 2
Rutgers Business School Newark, NJ Aug 2010 - May 2014 3
Merrill Lynch, Pierce Fenner, And Smith Princeton, NJ Nov 2013 - Apr 2014 < 1
Merrill Lynch, Pierce Fenner, And Smith Pennington, NJ Jan 2013 - Nov 2013 < 1
Merrill Lynch, Pierce Fenner, And Smith Pennington, NJ Mar 2011 - Jan 2013 1
Merrill Lynch, Pierce Fenner, And Smith Princeton, NJ May 2010 - Aug 2010 < 1
Xcel Swimming Princeton, NJ Dec 2009 - Jul 2010 < 1
Unemployed Hong Kong, Apr 2009 - Dec 2009 < 1
Hong Kong Island Stingrays Hong Kong, Oct 2007 - Apr 2009 1
Unemployed Princeton, NJ May 2007 - Oct 2007 < 1
Princeton Fitness And Wellness Center Princeton, NJ Jul 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Erin M. McKinley
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Erin McKinley and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.