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Advisors / Massachusetts / Boston
14yrs

Eric Sample

Financial advisor at Reynders, McVeigh Capital Management

Based in Boston, Massachusetts, Eric Sample is a fiduciary financial advisor with 14 years of industry experience. Eric joined Reynders, McVeigh Capital Management in 2015, a firm offering financial planning and investment management. Eric holds the CFA designation.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02109CFAFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience14 years (since 2013)
How that compares ?More experience than 62% of advisors at Reynders, McVeigh Capital Management
Office10 Post Office Square Suite N1010, Boston, MA 02109
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$4.2 million
Advisors at the firm21
States licensed ?1 state

Services through Reynders, McVeigh Capital Management

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2015 – now

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call Reynders, McVeigh Capital Management at (617) 226-9999 and ask for Eric Sample. Eric works from the Boston, MA office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2013, about 14 years. More experience than 62% of advisors at Reynders, McVeigh Capital Management.

What licenses does Eric hold?

Series 65. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Reynders, McVeigh Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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