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Eric Lewis Schrum

Schrum Private Wealth Management, LLC

Raleigh, NC

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Current Employers
Schrum Private Wealth Management, Llc

3940 Lewis Speedway Suite 2201, Saint Augustine, FL 32084 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-21
FL RA APPROVED 2021-12-14
NC RA APPROVED 2021-10-29
  • TX RA
    APPROVED
    Since 2023-06-21
  • FL RA
    APPROVED
    Since 2021-12-14
  • NC RA
    APPROVED
    Since 2021-10-29

Branch Locations

4325 Lake Boone Trail # 225, Raleigh, NC 27607 • 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
Fidelity Brokerage Services Llc Denver CO 01/2016 01/2017
Founders Wealth Management And Planning St. Augustine FL 02/2017 Present
Schrum Private Wealth Management St. Augustine FL 09/2021 Present
  • 01/2016 → 01/2017
    Fidelity Brokerage Services Llc
    Denver, CO
  • 02/2017 → Present
    Founders Wealth Management And Planning
    St. Augustine, FL
  • 09/2021 → Present
    Schrum Private Wealth Management
    St. Augustine, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-31
S63 Uniform Securities Agent State Law Examination 2016-03-07
  • S66 Uniform Combined State Law Examination
    2017-03-31
  • S63 Uniform Securities Agent State Law Examination
    2016-03-07
Designations

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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