EM
Eric R. Mckean
BLUE ELM ADVISORS
Holmes, NY 12531
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CRD#: 7497003
EM
Professional summary
Eric Reed Mckean is a registered financial advisor currently at BLUE ELM ADVISORS located in Holmes, New York.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eric has worked at 1 firm and has passed the Series 65 exam.
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.
Eric McKean is a Computer Specialist at NYC DEP. This activity accounts for 75% of his time during trading hours. Eric McKean is an Adjunct Professor at UCONN. This activity takes place outside of trading hours.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 8, 2022 - Present
BLUE ELM ADVISORS
Office #1: 63 South White Rock Rd, Holmes, NY 12531RIA
CRD#: 318686
Holmes, NY
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
Connecticut(7/24/2025)
IAR
New York(6/8/2022)
Current Firm
BE
BLUE ELM ADVISORS
BLUE ELM ADVISORS | BLUE ELM ADVISORS LLC
CRD#: 318686 / SEC#:
Connecticut
Registered Investment Advisory firm - (7/24/2025 Approved)New York
Registered Investment Advisory firm - (6/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
63 South White Rock Rd, Holmes, NY 12531
Mailing Address
Phone number
(203) 733-8292
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 4,161,507 |
Red Flags
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Company Information
BLUE ELM ADVISORS
CRD#: 318686Holmes, NY 12531TRUST BUT VERIFY
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