Eric M Papa
Investment adviser representative at Rs Crum Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$720.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Rs Crum, Inc.May 2024 to now
- Wealth Coast Wealth ManagementMar 2022 to Apr 2024
- Forumulafolio InvestmentsAug 2019 to Feb 2022
- Formulafolio InvestmentsJul 2018 to Aug 2018
- University of California, Santa BarbaraAug 2017 to Jul 2019
- Geissler Building CareJun 2017 to Jul 2018
- Santa Barbara City CollegeAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rs Crum Inc.
Legal name: R. S. Crum, Inc.
$720.7MAssets managed
332Clients
6Advisers
15 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
- 7208140
- Firm CRD
- 158621