Best Investors Account Sign in
Inactive

Matthew Philip Erickson

Rwa Wealth Partners

Boston, MA

Troy, MI

Troy, MI

Claim This Profile
Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-18
  • MI RA
    APPROVED
    Since 2024-11-18

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

305 W Big Beaver Road Suite 205, Troy, MI 48084 • United States

707 E Maple Suite 101, Troy, MI 48083 • 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
Legacy Planning & Associates, Inc. Grand Rapids MI 10/2013 11/2016
Renaissance Capital Management, Llc Canton MI 04/2014 05/2018
Polaris Wealth Advisory Group Troy MI 05/2018 11/2023
Rwa Wealth Partners, Llc Newton MA 11/2023 Present
  • 10/2013 → 11/2016
    Legacy Planning & Associates, Inc.
    Grand Rapids, MI
  • 04/2014 → 05/2018
    Renaissance Capital Management, Llc
    Canton, MI
  • 05/2018 → 11/2023
    Polaris Wealth Advisory Group
    Troy, MI
  • 11/2023 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Previous Registrations
  • 2018-06-01 → 2023-11-07
    Polaris Wealth Advisory Group
    Troy, MI
    Troy, MI
  • 2017-01-30 → 2018-09-26
    Renaissance Capital Management, Llc
    Canton, MI
    Grand Rapids, MI
  • 2013-10-17 → 2017-02-09
    Legacy Planning & Associates, Inc.
    Grand Rapids, MI
  • 2015-01-22 → 2016-12-31
    Renaissance Capital Management, Llc
    Grand Rapids, MI
  • 2012-10-19 → 2013-10-14
    Regal Investment Advisors Llc
    Canton, MI
    Kentwood, MI
  • 2012-10-02 → 2012-10-22
    Legacy Private Client Group, Inc.
    Canton, MI
  • 2009-06-26 → 2012-04-23
    Ubs Financial Services Inc.
    Plymouth, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-17
  • S66 Uniform Combined State Law Examination
    2006-10-17

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor