Shaun D. Erickson
SINGLE POINT PARTNERS
Boston, MA 02116
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CRD#: 4511189
Professional summary
Shaun David Erickson, CFP® is a registered financial advisor currently at SINGLE POINT PARTNERS located in Boston, Massachusetts.
Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Shaun has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Biography
Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We provide context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.
At Single Point we strive to provide year-round decision and operational support of your family’s financial responsibilities delivered by your Personal CFO.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Employee and Employer Plan Ben...
Insurance Planning
Investment Planning
Tax Planning
Comprehensive Financial Planni...
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.
INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH 1HR/WK & 0HRS/WKND SINCE 01/2006
CRS (Client Relationship Summary) - RIA
Click below to view Shaun David Erickson'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®
CFP®
Start date: 2008
Experience
Current
October 1, 2012 - Present
SINGLE POINT PARTNERS
Office #1: 277 Dartmouth Street 4th Floor, Boston, MA 02116RIA
CRD#: 163793
Boston, MA
Past
February 17, 2010 - June 14, 2012
MARINER
RIA
CRD#: 151664
BOSTON, MA
Past
March 21, 2002 - June 15, 2012
NEW ENGLAND SECURITIES
BD
CRD#: 615
BOSTON, MA
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".
SINGLE POINT PARTNERS
SINGLE POINT PARTNERS | SINGLE POINT PARTNERS, LLC
CRD#: 163793 / SEC#: 801-112849
RIA
Registered Investment Advisory firm - (4/16/2018 Approved)Massachusetts
Registered Investment Advisory firm - (4/19/2018 Terminated)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
Massachusetts(10/1/2012)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SINGLE POINT PARTNERS
SINGLE POINT PARTNERS | SINGLE POINT PARTNERS, LLC
CRD#: 163793 / SEC#: 801-112849
RIA
Registered Investment Advisory firm - (4/16/2018 Approved)Massachusetts
Registered Investment Advisory firm - (4/19/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
277 Dartmouth Street 4th Floor, Boston, MA 02116
Mailing Address
Phone number
(617) 600-0510
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,028 |
| AUM (Assets Under Management) | $ 567,607,386 |
Red Flags
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Company Information
SINGLE POINT PARTNERS
CRD#: 163793Boston, MA 02116TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
