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ES

Eric Scovill

STOREHOUSE WEALTH MANAGEMENT
Peoria, IL 61614
Some features on this profile are disabled
CRD#: 7022194
ES

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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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CRS (Client Relationship Summary) - RIA

Click below to view Eric Scovill'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

July 23, 2021 - Present

STOREHOUSE WEALTH MANAGEMENT, LLC

Office #1: 5901 N Prospect Rd Ste 7d, Peoria, IL 61614
RIA
CRD#: 315433
Peoria, IL
Past

January 15, 2019 - June 29, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Peoria, IL
Past

September 27, 2018 - June 29, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Peoria, IL

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
Illinois
(7/23/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/3/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/27/2018
General Securities Representative Examination

Current Firm

SW
STOREHOUSE WEALTH MANAGEMENT, LLC
STOREHOUSE WEALTH MANAGEMENT, LLC

CRD#: 315433 / SEC#:

Illinois
Registered Investment Advisory firm - (7/23/2021 Approved)
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Contact information

Main Address
5901 N Prospect Rd Ste 7d, Peoria, IL 61614
Mailing Address
Phone number
(309) 370-3107
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts190
AUM (Assets Under Management)$ 16,000,107

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

STOREHOUSE WEALTH MANAGEMENT, LLC

CRD#: 315433Peoria, IL 61614

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