Unclaimed Profile

Shaun David Erickson

SINGLE POINT PARTNERS, LLC·BOSTON, Massachusetts

Series 7, Series 63CFPClean record16 years registeredSINGLE POINT PARTNERS, LLC

277 DARTMOUTH STREET, BOSTON, MA 02116CRD# 4511189Firm CRD# 163793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shaun David Erickson · BOSTON, MA

Registration

CRD #4511189 · SINGLE POINT PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SINGLE POINT PARTNERS

Oct 2012 – present

BAYSTATE WEALTH MANAGEMENT

Feb 2010 – Jun 2012

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · February 17, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SINGLE POINT PARTNERS, LLC

CRD 163793 · SEC 801-112849

AUM

$525M

Regulatory assets under management

Employees

963 client accounts

Services offered by SINGLE POINT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SINGLE POINT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Shaun David Erickson offer?

Shaun David Erickson specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Shaun David Erickson's credentials?

Shaun David Erickson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shaun David Erickson located?

Shaun David Erickson is based in BOSTON, Massachusetts, working with SINGLE POINT PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Shaun David Erickson charge for services?

Shaun David Erickson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SINGLE POINT PARTNERS, LLC?

SINGLE POINT PARTNERS, LLC has approximately 14 employees and manages $525M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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