Eric M. Elkins

MATCH GRADE ADVISORS

Greenville, SC 29601

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CRD#: 4734276

Professional summary

Eric Marcus Elkins, who also goes by Eric M Elkins, is a registered financial advisor currently at MATCH GRADE ADVISORS located in Greenville, South Carolina and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Eric has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric M Elkins

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.

1.) INDEPENDENT INSURANCE AGENT - 9/1/2003 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Manager, Sales & Admin, Not Invt Rel, Life & DI insurance, 20 hrs/mo; 0 hrs/mo (during trading hours). 2.) MATCHGRADE - 2/1/2020 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Investment Adviser, Provide investment advice, Invt Rel, RIA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) DOUBLE E FINANCIAL - 2/19/2019 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - CEO, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) COVERAGE UNLIMITED - 9/1/2023 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Manager, Administration, Not Invt Rel, Life insurance business, 1 hr/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Marcus Elkins'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

May 7, 2021 - Present

MATCH GRADE ADVISORS

Office #1: 400 Pettigru Street, Greenville, SC 29601

RIA

CRD#: 299181

Greenville, SC

Current

March 17, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

January 3, 2020 - May 11, 2021

PROSPERITY WEALTH MANAGEMENT, INC.

RIA

CRD#: 174328

Mt. Pleasant, SC

Past

August 31, 2016 - December 31, 2019

PROSPERITY WEALTH MANAGEMENT, INC.

RIA

CRD#: 174328

Mt. Pleasant, SC

Past

February 5, 2016 - April 1, 2025

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

Mt. Pleasant, SC

Past

August 21, 2006 - February 11, 2016

OSAIC FS, INC.

RIA

CRD#: 3870

COLUMBIA, SC

Past

June 24, 2004 - February 11, 2016

OSAIC FS, INC.

CRD#: 3870

COLUMBIA, SC

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".

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS | MATCH GRADE ADVISORS, LLC

CRD#: 299181 / SEC#: 801-114348

RIA

Registered Investment Advisory firm - (12/4/2018 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.

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

New York
(6/4/2025)

IAR

North Carolina
(5/13/2021)

IAR

South Carolina
(5/7/2021)

South Carolina
(3/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/16/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/8/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS | MATCH GRADE ADVISORS, LLC

CRD#: 299181 / SEC#: 801-114348

RIA

Registered Investment Advisory firm - (12/4/2018 Approved)

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Contact information

Main Address

400 Pettigru St, Greenville, SC 29601

Mailing Address

Phone number

(864) 250-0661

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

FORM ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,037
AUM (Assets Under Management)	$ 361,004,534

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

Eric M. Elkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Marcus Elkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

PROSPERITY WEALTH MANAGEMENT, INC.

PROSPERITY WEALTH MANAGEMENT, INC.

FORTUNE FINANCIAL SERVICES, INC.

OSAIC FS, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

MATCH GRADE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2006

Series 63

Date: 9/8/2004

SIE

Date: 10/1/2018

Series 7

Date: 6/23/2004

FINRA

Current Firm

MATCH GRADE ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATCH GRADE ADVISORS

TRUST BUT VERIFY

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