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Erik Robert Marr

FIDUCIARY WEALTH PARTNERS, LLC·NEWTON LOWER FALLS, Massachusetts
SIE, Series 7, Series 66Clean record14 years registeredFIDUCIARY 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FIDUCIARY WEALTH PARTNERS, LLC
FIDUCIARY WEALTH PARTNERS, LLC
May 2015 – Mar 2026
Boston, MA
WESTONFINANCIAL
Jan 2012 – Jun 2013
WELLESLEY, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 6, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIDUCIARY WEALTH PARTNERS, LLC
CRD 160696 · SEC 801-73067
AUM
$1.3B
Regulatory assets under management
Employees
8
472 client accounts
Services offered by FIDUCIARY WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIDUCIARY WEALTH PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Erik Robert Marr offer?
Erik Robert Marr specializes in Financial Planning, Investment Management.
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, last registered with FIDUCIARY WEALTH PARTNERS, LLC.
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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Other Advisors at FIDUCIARY WEALTH PARTNERS, LLC

James Keen Cornell
NEWTON LOWER FALLS, MA
Preston Daniel Mcswain
NEWTON LOWER FALLS, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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