Erin A. Erdil

SAXON FINANCIAL GROUP

Houston, TX 77027

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CRD#: 2799598

Professional summary

Erin Altan Erdil is a registered financial advisor currently at SAXON FINANCIAL GROUP located in Houston, Texas.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Erin has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Erdil Financial Group, Inc. Address: Houston, TX Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 05/01/2007 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Manage the day to day affairs of business and manage clients money

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Altan Erdil's CRS (Customer Relationship Summary).

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

February 19, 2021 - Present

SAXON FINANCIAL GROUP

Office #1: 1177 West Loop S Suite 1825, Houston, TX 77027

RIA

CRD#: 311687

Houston, TX

Past

January 2, 2009 - April 9, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

HOUSTON, TX

Past

May 4, 2007 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

HOUSTON, TX

Past

April 30, 2007 - April 9, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HOUSTON, TX

Past

September 14, 2005 - April 30, 2007

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

HOUSTON, TX

Past

August 23, 2005 - April 30, 2007

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

HOUSTON, TX

Past

October 31, 1996 - August 29, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

HOUSTON, TX

Past

October 23, 1996 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAXON FINANCIAL GROUP

ERDIL FINANCIAL GROUP | SAXON INTERESTS, INC. | SAXON FINANCIAL GROUP | LOVE FINANCIAL GROUP

CRD#: 311687 / SEC#: 801-120283

RIA

Registered Investment Advisory firm - (2/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/29/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/22/1996

General Securities Representative Examination

Current Firm

SAXON FINANCIAL GROUP

ERDIL FINANCIAL GROUP | SAXON INTERESTS, INC. | SAXON FINANCIAL GROUP | LOVE FINANCIAL GROUP

CRD#: 311687 / SEC#: 801-120283

RIA

Registered Investment Advisory firm - (2/9/2021 Approved)

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Contact information

Main Address

1177 West Loop S Suite 1825, Houston, TX 77027

Mailing Address

Phone number

(713) 425-5340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAXON FINANCIAL GROUP DISCLOSURE BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,713
AUM (Assets Under Management)	$ 616,477,568

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.

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Advisor Monitoring

Firm Stability Insights

Erin A. Erdil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Altan Erdil's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SAXON FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/1996

Series 63

Date: 10/30/1996

Series 7TO

Date: 1/15/2024

SIE

Date: 10/1/2018

Series 31

Date: 11/29/1996

Series 7

Date: 10/22/1996

Current Firm

SAXON FINANCIAL GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAXON FINANCIAL GROUP

TRUST BUT VERIFY

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