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EA

Eric M. Anderson

SKYPOINT CAPITAL PARTNERS
ATLANTA, GA 30328
Some features on this profile are disabled
CRD#: 2443700
EA

Professional summary

Eric Matthew Anderson, who also goes by Eric Anderson, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eric Anderson

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.

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 24, 2020 - Present

SKYPOINT CAPITAL PARTNERS, LLC

Office #1: 1 Glenlake Parkway, Ne Suite 1045, Atlanta, GA 30328
BD
CRD#: 310410
ATLANTA, GA
Past

November 12, 2019 - December 31, 2020

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
Atlanta, GA
Past

January 31, 2017 - October 1, 2019

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Atlanta, GA
Past

January 5, 2015 - October 6, 2016

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

November 6, 2013 - December 31, 2014

UNIFIED FINANCIAL SECURITIES, LLC

BD
CRD#: 7868
INDIANAPOLIS, IN
Past

April 4, 2008 - May 3, 2013

TCW INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 106546
LOS ANGELES, CA
Past

March 13, 2008 - May 2, 2013

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
LOS ANGELES, CA
Past

November 28, 2006 - February 21, 2008

NUVEEN FUND ADVISORS, LLC

RIA
CRD#: 104626
CHICAGO, IL
Past

November 17, 2006 - February 21, 2008

NUVEEN SECURITIES, LLC

BD
CRD#: 469
NORCROSS, GA
Past

June 28, 2004 - June 9, 2005

PGIM INVESTMENTS LLC

RIA
CRD#: 105670
SAVANNAGH, GA
Past

June 15, 2004 - June 9, 2005

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

October 30, 2000 - June 9, 2004

CUTWATER ASSET MANAGEMENT

BD
CRD#: 37214
NEW YORK, NY
Past

July 25, 1997 - October 21, 1999

LOCKWOOD FINANCIAL SERVICES, INC.

BD
CRD#: 40655
MALVERN, PA
Past

November 14, 1996 - July 25, 1997

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

April 22, 1994 - November 22, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 20, 1994 - February 3, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/20/2021)
RR
District of Columbia
(7/13/2021)
RR
Georgia
(1/5/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/21/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/24/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

Red Flags

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.

Company Information

SKYPOINT CAPITAL PARTNERS, LLC

CRD#: 310410Atlanta, GA 30328

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