Eric Papa has been an investment adviser representative at R. S. Crum since July 2024, and is not listed among the firm’s executive officers or direct owners. Eric Papa holds a Bachelor's degree in Economics from the University of California, Santa Barbara.
R. S. Crum, Inc. is a Newport Beach, CA firm with $721M under management, 332 clients and 4 advisers in one office, as of its September 2026 filing.
Eric Papa is a Financial Advisor at RS Crum with seven years of experience in the financial services industry. He works with individuals and families on retirement planning, investments, risk and estate considerations, and life transitions.
Eric Papa’s longest registration is the current one, 2 years at R. S. Crum since 2024. Before joining R. S. Crum in 2024, Eric Papa was registered through Retirement Wealth Advisors, LLC and Formula Folio Investments.
- Retirement Wealth Advisors, LLC– · 2 yearsCosta Mesa, CA · Adviser representative · Firm CRD 137658
- Formula Folio Investments– · 2 yearsCosta Mesa, CA · Adviser representative · Firm CRD 153467
Professional designations
Listed by R. S. Crum
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Eric Papa is registered as an investment adviser representative in California, since July 2024.
- CaliforniaSince 25 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 2022 |
| SIE | Securities Industry Essentials Examination | 2 May 2022 |
| Series 7TO | General Securities Representative Examination | 26 April 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2019 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eric M Papa
- CRD
- 7208140
- Firm
- R. S. Crum · CRD 158621
- Office
- 4 UPPER NEWPORT PLAZA DRIVE, SUITE 201, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rscrum.com
Where does Eric Papa work?
Eric Papa is an investment adviser representative registered through R. S. Crum, Inc. since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Eric Papa a financial advisor?
Yes. Eric Papa has a current investment-adviser registration in California, through R. S. Crum since July 2024.
How many years of experience does Eric Papa have?
Eric Papa has 6 years in the financial industry, since March 2020, across 3 adviser firms.
What exams has Eric Papa passed?
Eric Papa has passed 4 licensing exams: the Series 65, Series 7TO, SIE and Series 63. The earliest, the Series 65, was passed in December 2019.
Where did Eric Papa work before R. S. Crum?
Before R. S. Crum, Eric Papa was registered through Retirement Wealth Advisors, LLC, December 2019 to March 2022; Formula Folio Investments, December 2019 to December 2021.
Where is Eric Papa based?
Eric Papa’s registered office is in Newport Beach, CA.
Is Eric Papa registered with FINRA?
No. Eric Papa has no current broker registration.
Is Eric Papa a CFP?
R. S. Crum lists Eric Papa with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Eric Papa’s record?
Search CRD 7208140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Papa’s full registration record.
Mark RylanceCEO, Trustee of the Rylance Family Trust DTD 9/29/2003
Daniel SextonCCO (Since 2011), Trustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016 (Since 2016)
Jon TheriaultCFO, Trustee of the Theriault Family Living Trust DTD 10/05/2007- Holly RylanceTrustee of the Rylance Family Trust DTD 9/29/2003
- Kirsten TheriaultTrustee of the Theriault Family Trust DTD 10/05/2007
- Kristina SextonTrustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016