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Eric Scovill

STOREHOUSE WEALTH MANAGEMENT
PEORIA, IL
·CRD# 7022194·8 years experience

Professional Summary

Eric Scovill is a registered financial advisor currently at STOREHOUSE WEALTH MANAGEMENT, LLC located in Peoria, Illinois. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eric has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

8 years in the financial services industry

Current & Past Employments

STOREHOUSE WEALTH MANAGEMENT, LLC·CRD# 315433
RIA
5901 N Prospect Rd Ste 7d, Peoria, IL 61614
July 23, 2021 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Peoria, IL
January 15, 2019 - June 29, 2021
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Peoria, IL
September 27, 2018 - June 29, 2021

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Current Firm

SW
STOREHOUSE WEALTH MANAGEMENT, LLC

STOREHOUSE WEALTH MANAGEMENT, LLC

CRD#: 315433
Illinois
Registered Investment Advisory firm - Illinois (7/23/2021 Approved)

Contact Information

Main Address

5901 N Prospect Rd Ste 7d, Peoria, IL 61614

Phone Number

(309) 370-3107

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

165

AUM (Assets Under Management)

$21,099,778

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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.

(1) NAME: Eric Scovill Insurance Agent INV REL: N ADDR: 5901 N. Prospect Rd. Suite 7D, PEORIA, IL. 61614 NATURE: LIFE AND HEALTH INSURANCE SALES POSITION: AGENT START: 06/2021 HRS/MO: 5 NO HRS/MO DUR TRADING: 5
(2) NAME: Bedrock Digital Asset Management INV Rel Y 5901 N. Prospect Rd. Suite 7D, PEORIA, IL. 61614 NATURE: co-owner of Bedrock Digital Asset Management, LLC, the investment manager for the Bedrock Digital Fund, LP. His primary role in this fund is in the back office, which includes business management and investor relations. Mr. Scovill devotes approximately 10 hours per month to this activity.
(3) NAME: YouAre Launched LLC 5901 N. Prospect Rd. Suite 7A, Peoria, IL 61614 NATURE: business consulting and syndication company START: 02.2022 Mr. Scovill is a co-owner and devotes approximately 25 hours per month to this activity.

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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.
IAR
Illinois
(7/23/2021)

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

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 Dec 2018About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2018About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eric Scovill's CRS (Customer Relationship Summary).

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