Eric S. Johnson
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.
Eric Scott Johnson, CFP®, who also goes by Eric S Johnson, was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 2010. Eric had worked at 5 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: 2015
Experience
April 15, 2021 - November 14, 2023
MILLENNIAL WEALTH MANAGEMENT, LLC
December 8, 2015 - January 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 8, 2015 - January 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 10, 2014 - November 19, 2015
PNC WEALTH MANAGEMENT LLC
September 4, 2014 - November 19, 2015
PNC WEALTH MANAGEMENT LLC
July 18, 2012 - February 1, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
July 16, 2012 - February 1, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
October 20, 2010 - February 13, 2012
EQUITABLE ADVISORS, LLC
September 23, 2010 - February 13, 2012
EQUITABLE ADVISORS, LLC
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
MILLENNIAL WEALTH MANAGEMENT, LLC
CRD#: 284746 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 90 |
| AUM (Assets Under Management) | $ 29,986,961 |
Red Flags
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