Erin R. Watkins

56 CAPITAL PARTNERS, LTD

PERRY, GA

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CRD#: 6175779

Professional summary

Erin Renee Watkins, who also goes by Erin Fitzgerald, is a registered financial advisor currently at 56 CAPITAL PARTNERS, LTD located in Perry, Georgia.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Erin has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin Fitzgerald

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.

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Renee Watkins's 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

January 29, 2018 - Present

56 CAPITAL PARTNERS, LTD

RIA

CRD#: 290938

PERRY, GA

Past

August 23, 2016 - December 5, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

COLORADO SPGS, CO

Past

January 21, 2016 - December 5, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

COLORADO SPGS, CO

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

Colorado
(1/29/2018)

IAR

Georgia
(12/26/2024)

IAR

Michigan
(1/30/2018)

IAR

Texas
(2/8/2018)

IAR

Virginia
(7/11/2024)

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: 8/22/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2016

General Securities Representative Examination

Current Firm

56 CAPITAL PARTNERS, LTD

CRD#: 290938 / SEC#:

California

Registered Investment Advisory firm - (6/21/2022 Approved)

Colorado

Registered Investment Advisory firm - (1/24/2018 Approved)

Georgia

Registered Investment Advisory firm - (8/31/2022 Approved)

Indiana

Registered Investment Advisory firm - (1/9/2025 Approved)

Michigan

Registered Investment Advisory firm - (1/30/2018 Approved)

Montana

Registered Investment Advisory firm - (3/24/2022 Approved)

North Carolina

Registered Investment Advisory firm - (12/21/2023 Terminated)

Texas

Registered Investment Advisory firm - (2/8/2018 Approved)

Virginia

Registered Investment Advisory firm - (7/10/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1465 Kelly Johnson Blvd Suite 200, Colorado Springs, CO 80920

Mailing Address

Phone number

(719) 418-3773

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	545
AUM (Assets Under Management)	$ 101,268,000

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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Firm Stability Insights

Erin R. Watkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Renee Watkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

56 CAPITAL PARTNERS, LTD

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2016

SIE

Date: 12/5/2017

Series 7

Date: 1/21/2016

Current Firm

56 CAPITAL PARTNERS, LTD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

56 CAPITAL PARTNERS, LTD

TRUST BUT VERIFY

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