Erin M. Maynard

SHUTTLEWORTH & COMPANY

Powell, OH 43065

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CRD#: 3124545

Professional summary

Erin M Maynard, who also goes by Erin M Longstreth, Erin Michelle Maynard, is a registered financial advisor currently at SHUTTLEWORTH & COMPANY located in Powell, Ohio.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Erin has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin M Longstreth | Erin Michelle Maynard

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) - RIA

Click below to view Erin M Maynard'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

January 3, 2012 - Present

SHUTTLEWORTH & COMPANY

Office #1: 3807 Attucks Drive, Powell, OH 43065

RIA

CRD#: 121382

Powell, OH

Past

August 21, 2009 - January 14, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

COLUMBUS, OH

Past

August 17, 2009 - January 14, 2011

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

COLUMBUS, OH

Past

September 4, 2007 - March 16, 2009

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

WORTHINGTON, OH

Past

August 30, 2007 - March 16, 2009

FSC SECURITIES CORPORATION

CRD#: 7461

WORTHINGTON, OH

Past

December 5, 2006 - August 13, 2007

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

February 21, 2006 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA

CRD#: 7110

DUBLIN, OH

Past

October 14, 1999 - August 14, 2007

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

Past

December 11, 1998 - October 13, 1999

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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".

SHUTTLEWORTH & COMPANY

CRD#: 121382 / SEC#: 801-120895

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/17/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/14/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(1/3/2012)

IAR

Texas
(6/7/2023)

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: 2/16/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/11/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/1998

General Securities Representative Examination

Current Firm

SHUTTLEWORTH & COMPANY

CRD#: 121382 / SEC#: 801-120895

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/17/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/14/2021 Terminated)

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Contact information

Main Address

3807 Attucks Drive, Powell, OH 43065

Mailing Address

Phone number

(614) 760-7738

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHUTTLEWORTH & CO ADV PART 2A AND PART 2B (2/28/2025)

Regulatory assets under management

Total Number of Accounts	563
AUM (Assets Under Management)	$ 149,486,870

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 M. Maynard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin M Maynard's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

SHUTTLEWORTH & COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/2006

Series 63

Date: 2/11/1999

Series 7

Date: 12/7/1998

Current Firm

SHUTTLEWORTH & COMPANY

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHUTTLEWORTH & COMPANY

TRUST BUT VERIFY

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