Samuel Scott Erdman

Employer firm

Anchor Wealth Advisors, LLC CRD 300980

$76.4M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2017 → 04/2019
  Ronald Blue Trust
  Hunt Valley, MD
• 02/2019 → Present
  Anchor Wealth Advisors, Llc
  Cockeysville, MD
• 02/2007 → 08/2017
  Ronald Blue & Co.
  Hunt Valley, MD

Previous Registrations

• 2007-06-22 → 2017-08-01
  Ronald Blue & Co., Llc
  Hunt Valley, MD

Other Businesses

Samuel Erdman is the Finance Manager of Smithouse Construction, LLC a separate and unaffiliated entity located at 232 Cockeysville Road, STE B200, Cockeysville, MD 21030. This is a financial management role and not investment-related. Samuel has served in this role since 2019 and this activity accounts for approximately 10% of his time during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-21

Designations

• Certified Financial Planner