Erik R. Marr

FIDUCIARY WEALTH PARTNERS

Boston, MA 02115

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CRD#: 5655050

Professional summary

Erik Robert Marr, CFP® is a registered financial advisor currently at FIDUCIARY WEALTH PARTNERS, LLC located in Boston, Massachusetts.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Erik has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Robert Marr'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

May 27, 2015 - Present

FIDUCIARY WEALTH PARTNERS, LLC

Office #1: 177 Huntington Ave. 17th Fl, Boston, MA 02115

RIA

CRD#: 160696

Boston, MA

Past

January 6, 2012 - June 5, 2013

WASHINGTON TRUST ADVISORS

RIA

CRD#: 110407

WELLESLEY, MA

Past

December 10, 2009 - June 5, 2013

WESTON SECURITIES CORPORATION

CRD#: 15743

WELLESLEY, 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".

FIDUCIARY WEALTH PARTNERS, LLC

FIDUCIARY WEALTH PARTNERS, LLC | SJM FIDUCIARY ADVISORS, LLC

CRD#: 160696 / SEC#: 801-73067

RIA

Registered Investment Advisory firm - (1/27/2012 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(5/27/2015)

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: 12/21/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/9/2009

General Securities Representative Examination

Current Firm

FIDUCIARY WEALTH PARTNERS, LLC

FIDUCIARY WEALTH PARTNERS, LLC | SJM FIDUCIARY ADVISORS, LLC

CRD#: 160696 / SEC#: 801-73067

RIA

Registered Investment Advisory firm - (1/27/2012 Approved)

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Contact information

Main Address

2310 Washington Street 3rd Floor, Newton Lower Falls, MA 02462

Mailing Address

Phone number

(617) 602-1900

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

FIDUCIARY WEALTH PARTNERS, LLC DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	459
AUM (Assets Under Management)	$ 1,396,302,564

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/11/2025	Cover Page	Report
08/02/2024	Cover Page	Report
07/24/2023	Cover Page	Report

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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Erik R. Marr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Robert Marr's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDUCIARY WEALTH PARTNERS, LLC

WASHINGTON TRUST ADVISORS

WESTON SECURITIES CORPORATION

Primary Firm SEC Registration

FIDUCIARY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2011

Series 7

Date: 12/9/2009

Current Firm

FIDUCIARY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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