Shaun
Erickson
Single Point Partners
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About this Advisor
Shaun Erickson is a certified financial planner operating in Boston, Massachusetts with 11 years of relevant experience. Erickson is currently employed by Single Point Partners. They have been employed by Single Point Partners for their entire career. Erickson maintains a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in Massachusetts. Single Point Partners is a firm based out of Boston, MA. The company has offices in seven locations and a total of 15 financial advisors. It manages $640 million in assets under management across its 1,186 accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,186 client accounts, 68% are associated with high-net-worth investors who have more than $1 million in assets. Single Point Partners performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which service is provided. Fee types charged by Single Point Partners typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Single Point Partners Brokerage Details
$639,972,790
15
1,186
$539,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shaun Erickson Work History
Shaun has been registered as a financial advisor for 11 years.*
Single Point Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shaun Erickson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Single Point Partners
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.