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Erik N Saarinen

Mcnamara Financial Services, Inc.

Marshfield, MA

CRD 4878562

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Employer firm

Mcnamara Financial Services, Inc. CRD 154311

$798M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Mcnamara Financial Services, Inc.

1020 Plain Street Suite 200, Marshfield, MA 02050 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-21
  • MA RA
    APPROVED
    Since 2025-10-21

Branch Locations

1020 Plain Street Suite 200, Marshfield, MA 02050 • 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
Eaton Vance Distributors, Inc. Boston MA 07/2016 12/2019
Mcnamara Financial Services, Inc. Marshfield MA 12/2022 10/2025
Unemployed N/A XX 01/2020 11/2022
Mcnamara Financial Services, Inc. Marshfield MA 10/2025 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-02-19
  • S63 Uniform Securities Agent State Law Examination
    2008-02-19
Designations
  • Certified Financial Planner
Other Names
  • Erik Saarinen
  • Erik Norman Saarinen

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

CHRISTOPHER FOWLER FULTON
JOSEPH TARQUINI
THOMAS ALBERT ZAMAGNI

Nearby Offices

LPL FINANCIAL LLC · MARSHFIELD, MA
EDWARD JONES · Marshfield, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Marshfield, MA

More in Marshfield, MA

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