Unclaimed Profile

Erik Robert Marr

FIDUCIARY WEALTH PARTNERS, LLC·NEWTON LOWER FALLS, Massachusetts

Clean recordFIDUCIARY WEALTH PARTNERS, LLC

2310 WASHINGTON STREET, NEWTON LOWER FALLS, MA 02462CRD# 5655050Firm CRD# 160696

Profile Verification

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

Identity

Erik Robert Marr · NEWTON LOWER FALLS, MA

Registration

CRD #5655050 · FIDUCIARY WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erik Robert Marr is a registered financial advisor based in NEWTON LOWER FALLS, Massachusetts, affiliated with FIDUCIARY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIDUCIARY WEALTH PARTNERS, LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDUCIARY WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5655050

Firm CRD# 160696

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erik Robert Marr offer?

Erik Robert Marr specializes in Financial Planning, Investment Management. Contact their office in NEWTON LOWER FALLS, Massachusetts for a consultation.

What are Erik Robert Marr's credentials?

Erik Robert Marr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Robert Marr located?

Erik Robert Marr is based in NEWTON LOWER FALLS, Massachusetts, working with FIDUCIARY WEALTH PARTNERS, LLC. Their office serves clients in the NEWTON LOWER FALLS metropolitan area and surrounding communities.

How does Erik Robert Marr charge for services?

Erik Robert Marr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY WEALTH PARTNERS, LLC?

FIDUCIARY WEALTH PARTNERS, LLC has approximately 8 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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