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Eric Scott Johnson

Eric Scott Johnson

CFP®
CRD# 5834495·Registered 2010 - 2023
Previously Registered: Being a previously registered professional could mean that Eric 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.

Professional Summary

Eric Scott Johnson, CFP®, who also goes by Eric S Johnson, was a registered financial advisor. Eric was a previously registered financial professional and started their career in finance 2010 - 2023. Eric had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Business Owners & Entrepreneurs
High Net Worth Individuals & Families

Services Offered

  • Financial Planning

Specializations

Federal Employees
Generation X
Millennials
Real Estate Investing

Other Aliases

Eric S Johnson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

16 years in the financial services industry

Current & Past Employments

MILLENNIAL WEALTH MANAGEMENT, LLC·CRD# 284746
RIA
Broomfield, CO
April 15, 2021 - November 14, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Reston, VA
December 8, 2015 - January 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Reston, VA
December 8, 2015 - January 19, 2021
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Falls Church, VA
September 10, 2014 - November 19, 2015
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
Falls Church, VA
September 4, 2014 - November 19, 2015
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
Chantilly, VA
July 18, 2012 - February 1, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Chantilly, VA
July 16, 2012 - February 1, 2013
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Columbia, MD
October 20, 2010 - February 13, 2012
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Columbia, MD
September 23, 2010 - February 13, 2012

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Current Firm

MILLENNIAL WEALTH MANAGEMENT, LLC
MILLENNIAL WEALTH MANAGEMENT, LLC

MILLENNIAL WEALTH MANAGEMENT, LLC

CRD#: 284746
California
Registered Investment Advisory firm - California (8/11/2023 Approved)
Colorado
Registered Investment Advisory firm - Colorado (10/12/2016 Approved)
Texas
Registered Investment Advisory firm - Texas (11/11/2022 Approved)

Contact Information

Main Address

2095 W. 6th Avenue Suite 112, Broomfield, CO 80020

Phone Number

(303) 578-8535

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

165

AUM (Assets Under Management)

$36,012,614

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2010About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2010About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Services Offered by Eric

  • Financial Planning

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Eric Scott Johnson
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