Eryn Whittier
Eryn Whittier is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, MA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
20 Burlington Mall Rd, Suite 440, Burlington, MA, 01803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eryn works as a part-time master's swim coach since 2022, dedicating a few hours per week to this activity. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
State Registrations23 states
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