Erik N. Saarinen
Professional summary
Erik N Saarinen, who also goes by Erik Norman Saarinen, Erik Saarinen, is a registered financial advisor currently at MCNAMARA FINANCIAL SERVICES, INC. located in Marshfield, Massachusetts.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Erik has worked at 4 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erik N Saarinen's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2025 - Present
MCNAMARA FINANCIAL SERVICES, INC.
Office #1: 1020 Plain Street Suite 200, Marshfield, MA 02050July 20, 2016 - January 16, 2019
EATON VANCE DISTRIBUTORS, INC.
May 1, 2010 - July 15, 2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
January 16, 2008 - May 1, 2010
BOFA DISTRIBUTORS, INC.
Primary Firm SEC Registration
MCNAMARA FINANCIAL SERVICES, INC.
CRD#: 154311 / SEC#: 801-71682
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2025)
Exams
Current Firm
MCNAMARA FINANCIAL SERVICES, INC.
CRD#: 154311 / SEC#: 801-71682
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,639 |
| AUM (Assets Under Management) | $ 680,118,220 |
Red Flags
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Company Information
MCNAMARA FINANCIAL SERVICES, INC.
CRD#: 154311Marshfield, MA 02050TRUST BUT VERIFY
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