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Eric David Sample

Reynders, Mcveigh Capital Management, LLC

Boston, MA

CRD 6422981

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Employer firm

Reynders, Mcveigh Capital Management, LLC CRD 137342

$4.23B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • INVESTMENT CONSULTING SERVICES

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

Current Employers
Reynders, Mcveigh Capital Management, Llc

10 Post Office Square Suite N1010, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-05-20
  • MA RA
    APPROVED
    Since 2015-05-20

Branch Locations

10 Post Office Square Suite N1010, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reynders, Mcveigh Capital Management Llc Boston MA 11/2012 Present
Reynders, Mcveigh Capital Management, Llc Boston MA 01/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-16
  • S65 Uniform Investment Adviser Law Examination
    2013-02-16
Designations
  • Chartered Financial Analyst
Other Names
  • Eric David Sample
  • Eric David Sample

View on SEC IAPD

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Nearby Offices

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BAYPINE HOLDINGS LP · BOSTON, MA
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