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Erich H. Cassidy

Strategic Advisers LLC

New York, NY

Rutherford, NJ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

13A W 61St St, New York, NY 10023-0000 • United States

Rutherford, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc. Somerset NJ 05/2011 03/2017
Mml Investors Services, Llc Somerset NJ 03/2017 10/2018
The Vanguard Group, Inc. Scottsdale AZ 09/2022 10/2024
Ep Wealth Advisors Phoenix AZ 11/2020 08/2022
Mml Investors Services, Llc Phoenix AZ 10/2018 11/2020
Fidelity Investments New York NY 11/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → 03/2017
    Metlife Securities Inc.
    Somerset, NJ
  • 03/2017 → 10/2018
    Mml Investors Services, Llc
    Somerset, NJ
  • 09/2022 → 10/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 11/2020 → 08/2022
    Ep Wealth Advisors
    Phoenix, AZ
  • 10/2018 → 11/2020
    Mml Investors Services, Llc
    Phoenix, AZ
  • 11/2024 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
    Rutherford, NJ
  • 2022-10-03 → 2024-10-24
    Vanguard Advisers, Inc.
    Scottsdale, AZ
  • 2017-03-25 → 2020-10-16
    Mml Investors Services, Llc
    Somerset, NJ
    Charlotte, NC
    Phoenix, AZ
  • 2011-05-31 → 2017-03-25
    Msi Financial Services, Inc.
    Somerset, NJ
    Somerset, NJ
    Charlotte, NC
  • 2011-05-31 → 2015-01-02
    New England Securities
    Somerset, NJ
  • 2011-05-31 → 2013-09-05
    Tower Square Securities, Inc.
    Somerset, NJ
  • 2011-05-31 → 2013-09-05
    Walnut Street Securities, Inc.
    Somerset, NJ
  • 2010-08-12 → 2011-05-06
    Chase Investment Services Corp.
    West Paterson, NJ
    Glen Rock, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-11
S63 Uniform Securities Agent State Law Examination 2003-05-08
  • S65 Uniform Investment Adviser Law Examination
    2010-08-11
  • S63 Uniform Securities Agent State Law Examination
    2003-05-08
Designations
Other Names
  • Erich Cassidy
  • Erich Henry Cassidy
  • Erich H Cassidy
  • Erich H. Cassidy

View on SEC IAPD

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