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Erinn King

President at Income Research + Management

Broker registration; no current adviser registrationSEC record checked 18 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Erinn King is President of Income Research + Management, a Boston investment adviser managing $131B. Erinn King has a current broker registration and no current investment-adviser registration and has passed the Series 6, Series 63, SIE and Series 7TO.

Role at Income Research + Management

Title on Schedule A
President
Control
Erinn King is a control person of Income Research + Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Erinn King has held the filed role since June 2026.

The firm

Income Research + Management
Boston, MA

Form ADV filed 24 August 2026

$131B AUM937 clients63 advisers1 offices

Career on record

Firms and exams, newest first
  1. Passed Series 7TO · 2024
  2. Passed SIE · 2018
  3. Passed Series 6 and Series 63 · 2013

Registrations and exams

Broker registration; no current adviser registration. Erinn King has passed 4 qualifying exams.

Examinations

Series 6318 December 2013
Name
Uniform Securities Agent State Law Examination
Series 7TO5 March 2024
Name
General Securities Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 68 November 2013
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Erinn Rachelle King
CRD
6255606
Firm
Income Research + Management
Registration status
Broker registration; no current adviser registration
Firm bio
incomeresearch.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Income Research + Management named Erinn King president; its announcement lists graduate degrees from Boston University and the University of Oklahoma. Income Research + Management official announcement

Education

Common questions

Where does Erinn King work?

Erinn King has been President of Income Research + Management since June 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

Does Erinn King have a current investment-adviser registration?

Erinn King has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Erinn King passed?

Erinn King has passed 4 licensing exams: the Series 6, Series 63, SIE and Series 7TO. The earliest, the Series 6, was passed in November 2013.

Source: IAPD individual record, checked 18 October 2026

Leadership at Income Research + Management

Sources

  1. IAPD individual record, CRD 6255606. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Income Research + Management, filed 24 August 2026. Title, control and ownership bands.
  3. Income Research + Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Erinn King or Income Research + Management and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.