Eric A. Rust

MATADOR FINANCIAL

Saint Johns, FL

Some features on this profile are disabled

CRD#: 5039696

Professional summary

Eric Anthony Rust, CFP®, who also goes by Eric A Rust, is a registered financial advisor currently at MATADOR FINANCIAL located in Saint Johns, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Eric has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric A Rust

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 Eric Anthony Rust'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^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 7, 2014 - Present

MATADOR FINANCIAL

RIA

CRD#: 171065

Saint Johns, FL

Past

September 9, 2013 - April 1, 2014

B&C FINANCIAL ADVISORS

RIA

CRD#: 110295

PONTE VEDRA BEACH, FL

Past

February 15, 2006 - August 26, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

December 9, 2005 - August 26, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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

Florida
(7/7/2014)

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 66

Date: 2/10/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/8/2005

General Securities Representative Examination

Current Firm

MATADOR FINANCIAL

MATADOR FINANCIAL | RUST, ERIC ANTHONY | MATADOR FINANCIAL PLANNING LLC

CRD#: 171065 / SEC#:

Florida

Registered Investment Advisory firm - (7/7/2014 Approved)

Illinois

Registered Investment Advisory firm - (3/21/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/8/2024 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).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Saint Johns, FL

Mailing Address

Phone number

(844) 262-8236

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 11,031,958

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric A. Rust

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Anthony Rust's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATADOR FINANCIAL

B&C FINANCIAL ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2006

Series 7

Date: 12/8/2005

Current Firm

MATADOR FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MATADOR FINANCIAL

TRUST BUT VERIFY

Similar Advisors