Erik N Saarinen
Investment adviser representative at Mcnamara Financial Services, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$797.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mcnamara Financial Services, Inc.Dec 2022 to now
- UnemployedJan 2020 to Nov 2022
- Eaton Vance Distributors, Inc.Jul 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MA).
Mcnamara Financial Services, Inc.
$797.9MAssets managed
934Clients
4Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4878562
- Firm CRD
- 154311