Samuel S. Erdman
ANCHOR WEALTH ADVISORS
COCKEYSVILLE, MD 21030
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CRD#: 5128261
Professional summary
Samuel Scott Erdman, CFP® is a registered financial advisor currently at ANCHOR WEALTH ADVISORS, LLC located in Cockeysville, Maryland.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Samuel has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Estate Planning
Insurance Planning
Inheritance
Small Business Planning
Comprehensive Financial Planni...
Social Security Planning
Retirement Planning
Retirement Income Management
Socially Responsible Investing
Business Succession Planning
Investment Planning
Tax Planning
Life Transitions
Do you have an area of expertise or specialization?
Charitable Giving
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
250K
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.
Samuel Erdman is the Finance Manager of Smithouse Construction, LLC a separate and unaffiliated entity located at 232 Cockeysville Road, STE B200, Cockeysville, MD 21030. This is a financial management role and not investment-related. Samuel has served in this role since 2019 and this activity accounts for approximately 10% of his time during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Scott Erdman'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
April 2, 2019 - Present
ANCHOR WEALTH ADVISORS, LLC
Office #1: 232 Cockeysville Road Suite B200, Cockeysville, MD 21030RIA
CRD#: 300980
COCKEYSVILLE, MD
Past
June 22, 2007 - August 1, 2017
RONALD BLUE & CO., LLC
RIA
CRD#: 104605
HUNT VALLEY, MD
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
Maryland(4/2/2019)
IAR
Pennsylvania(3/10/2020)
Current Firm
ANCHOR WEALTH ADVISORS, LLC
ANCHOR WEALTH ADVISORS | THE ANCHOR ADVISORS | ANCHOR WEALTH ADVISORS, LLC
CRD#: 300980 / SEC#:
Maryland
Registered Investment Advisory firm - (4/2/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (3/10/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
232 Cockeysville Road Suite B200, Cockeysville, MD 21030
Mailing Address
Phone number
(443) 281-9630
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 259 |
| AUM (Assets Under Management) | $ 59,465,113 |
Red Flags
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Company Information
ANCHOR WEALTH ADVISORS, LLC
CRD#: 300980Cockeysville, MD 21030TRUST BUT VERIFY
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Contact information
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