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EW

Erin F. Wells

ICAPITAL
Boston, MA 02118
Some features on this profile are disabled
CRD#: 6118309
EW

Professional summary

Erin Flynn Wells, who also goes by Erin Haley Flynn, Erin Flynn Wells, is a registered financial advisor currently at ICAPITAL, LLC located in Boston, Massachusetts.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Erin has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erin Haley Flynn | Erin Flynn Wells

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 Erin Flynn Wells'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®
None

Experience

Current

November 18, 2015 - Present

ICAPITAL, LLC

Office #1: 62 Plympton Street, Boston, MA 02118
RIA
CRD#: 122816
Boston, MA
Past

November 16, 2012 - March 6, 2015

WFS, LLC

BD
CRD#: 116778
BOSTON, 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".
IL
ICAPITAL, LLC
BLACKSTONE CAPITAL MANAGEMENT, LLC | ICAPITAL, LLC | BLACKSTONE CAPITAL MANAGEMENT,LLC

CRD#: 122816 / SEC#: 801-61527

RIA
Registered Investment Advisory firm - (10/18/2002 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
(1/20/2016)
IAR
New Hampshire
(11/18/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/11/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/6/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/2012
General Securities Representative Examination

Current Firm

IL
ICAPITAL, LLC
BLACKSTONE CAPITAL MANAGEMENT, LLC | ICAPITAL, LLC | BLACKSTONE CAPITAL MANAGEMENT,LLC

CRD#: 122816 / SEC#: 801-61527

RIA
Registered Investment Advisory firm - (10/18/2002 Approved)
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Contact information

Main Address
62 Plympton Street, Boston, MA 02118
Mailing Address
Phone number
(617) 542-8700
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/10/2025)

Regulatory assets under management

Total Number of Accounts503
AUM (Assets Under Management)$ 1,242,907,466

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.

Company Information

ICAPITAL, LLC

CRD#: 122816Boston, MA 02118

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