Erik R. Marr
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Erik Robert Marr, CFP® was a registered financial professional .
Erik is a previously registered financial professional and started their career in finance in 2009. Erik had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2019
Experience
May 27, 2015 - March 11, 2026
FIDUCIARY WEALTH PARTNERS, LLC
January 6, 2012 - June 5, 2013
WASHINGTON TRUST ADVISORS
December 10, 2009 - June 5, 2013
WESTON SECURITIES CORPORATION
Primary Firm SEC Registration
FIDUCIARY WEALTH PARTNERS, LLC
CRD#: 160696 / SEC#: 801-73067
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDUCIARY WEALTH PARTNERS, LLC
CRD#: 160696 / SEC#: 801-73067
Contact information
SEC notice filing (5 States and Territories)
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 | ||
| 08/02/2024 | ||
| 07/24/2023 |
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.
