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Eric Matthew Anderson

SKYPOINT CAPITAL PARTNERS
ATLANTA, GA
·CRD# 2443700·32 years experience

Professional Summary

Eric Matthew Anderson, who also goes by Eric Anderson, is a registered financial advisor currently at SKYPOINT CAPITAL PARTNERS, LLC located in Atlanta, Georgia. Eric is registered as a RR (Registered Representative) and started their career in finance in 1994. Eric has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Anderson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

SKYPOINT CAPITAL PARTNERS, LLC·CRD# 310410
BD
1 Glenlake Parkway, Ne Suite 1045, Atlanta, GA 30328
December 24, 2020 - Present
COMPASS DISTRIBUTORS, LLC·CRD# 172662
BD
Atlanta, GA
November 12, 2019 - December 31, 2020
FORESIDE FUND SERVICES, LLC·CRD# 46106
BD
Atlanta, GA
January 31, 2017 - October 1, 2019
QUASAR DISTRIBUTORS, LLC·CRD# 103848
BD
Portland, ME
January 5, 2015 - October 6, 2016
UNIFIED FINANCIAL SECURITIES, LLC·CRD# 7868
BD
Indianapolis, IN
November 6, 2013 - December 31, 2014
TCW INVESTMENT MANAGEMENT COMPANY LLC·CRD# 106546
RIA
Los Angeles, CA
April 4, 2008 - May 3, 2013
TCW FUNDS DISTRIBUTORS LLC·CRD# 16670
BD
Los Angeles, CA
March 13, 2008 - May 2, 2013
NUVEEN FUND ADVISORS, LLC·CRD# 104626
RIA
Chicago, IL
November 28, 2006 - February 21, 2008
NUVEEN SECURITIES, LLC·CRD# 469
BD
Norcross, GA
November 17, 2006 - February 21, 2008
PGIM INVESTMENTS LLC·CRD# 105670
RIA
Savannagh, GA
June 28, 2004 - June 9, 2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC·CRD# 18353
BD
Newark, NJ
June 15, 2004 - June 9, 2005
CUTWATER ASSET MANAGEMENT·CRD# 37214
BD
New York, NY
October 30, 2000 - June 9, 2004
LOCKWOOD FINANCIAL SERVICES, INC.·CRD# 40655
BD
Malvern, PA
July 25, 1997 - October 21, 1999
WMA SECURITIES, INC.·CRD# 32625
BD
Duluth, GA
November 14, 1996 - July 25, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
April 22, 1994 - November 22, 1994
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
St. Louis, MO
January 20, 1994 - February 3, 1994

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Current Firm

SC
SKYPOINT CAPITAL PARTNERS, LLC

SKYPOINT CAPITAL PARTNERS, LLC

CRD#: 310410 / SEC#: 8-70575
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

1 Glenlake Parkway Ne Suite 1045, Atlanta, GA 30328

Mailing Address

1 Glenlake Parkway Ne Suite 1045, Atlanta, GA 30328

Phone Number

(844) 385-1050

Established

Delaware since 07/22/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (9 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
ANDERSON, ERIC MATTHEWFOUNDER2443700
FAIRWOOD PARTNERS GPOWNER—
FINCH, RICHARD ALOYSIUSOWNER5740372
KALIN, DAVIDFOUNDER5769107
SMITH, BRIAN PATRICKFOUNDER/CEO/CHIEF COMPLIANCE OFFICER6433628
PORTWOOD, WILLIAM BOYCEFINOP/CFO/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER4853700

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/20/2021)
RR
District of Columbia
(7/13/2021)
RR
Georgia
(1/5/2021)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1994About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1994About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 2007About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Eric Matthew Anderson's CRS (Customer Relationship Summary).

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