Eric ScruggsCRD Number: 6082402
Current Firm: Shepherd Kaplan LLC
Eric Scruggs (CRD# 6082402) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 5 years of experience in the finance industry. Eric Scruggs 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Shepherd Kaplan LLC||Boston, MA||Mar 2017 - Current||1|
|Acorn Financial Advisory Services, Inc.||Reston, VA||Sep 2012 - Mar 2017||4|
|Acorn Financial Services, Inc.||Reston, VA||Aug 2012 - Mar 2017||4|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Jun 2012 - Mar 2017||4|
|Integral LLC||Washington, DC||Jan 2011 - Aug 2012||1|
|Target Corporation||Springfield, VA||Jun 2010 - Dec 2010||< 1|
|The College Of William And Mary||Williamsburg, VA||May 2009 - Jun 2010||1|
|Full-time Education||Houston, TX||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management7,481MILLIONS
Total Number of Accounts1,733ACCOUNTS
Average Account Value$4,316,861
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, MD, NJ, NY, PA, TX, VA
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