Erin Elizabeth Doherty

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 03/2023
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2016 → 03/2023
  Charles Schwab Bank
  Phoenix, AZ
• 01/2019 → 03/2023
  Charles Schwab Trust Bank
  Phoenix, AZ
• 11/2020 → 03/2023
  Charles Schwab Premiere Bank
  Phoenix, AZ
• 03/2023 → 04/2025
  M. S. Howells & Co
  Scottsdale, AZ
• 09/2024 → 04/2025
  M.S.H Capital Advisors
  Scottsdale, AZ
• 04/2025 → 01/2026
  Benefit Finance Partners, Llc
  Scottsdale, AZ
• 04/2025 → 05/2026
  Bfp Securities, Llc
  Scottsdale, AZ
• 04/2025 → 05/2026
  Benefit Finance Securities, Llc
  Scottsdale, AZ
• 01/2026 → 05/2026
  Bsc Consulting Llc
  Scottsdale, AZ
• 06/2026 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 06/2026 → Present
  First Command Advisory Services, Inc
  Fort Worth, TX

Previous Registrations

• 2024-09-26 → 2025-04-29
  Msh Capital Advisors Llc
  Scottsdale, AZ

Other Businesses

Name of the other business: Crystal Creek Minerals LLC Whether the business is investment-related: No Address of the other business: Cave Creek, AZ 85331 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Mineral Dealer/Owner The start date of your relationship: Feb 09, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: 02/09/2025; Crystal Creek Minerals LLC; Investment related-No; Cave Creek, AZ; Purchase minerals and crystals for resale; Position-Mineral Dealer; 5 hours or less per month; 0 during trading hours; Purchase and resale.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-01
• S63 Uniform Securities Agent State Law Examination
  2007-01-30

Other Names

• Erin Elizabeth Arnett
• Erin Elizabeth Johnson
• Erin Elizabeth Johnson Arnett
• Erin Elizabeth Johnson
• Erin E Doherty