Eric J. Dorfman

Strategic Advisers LLC

West Harrison, NY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

West Harrison, NY • United States

480 Bedford Road, Chappaqua, NY 10514-1715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First New York	New York	NY	06/2014	12/2021
Fidelity	Chappaqua	NY	02/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2014 → 12/2021

First New York

New York, NY
02/2022 → Present

Fidelity

Chappaqua, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Chappaqua, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-11
S63	Uniform Securities Agent State Law Examination	2014-01-29

S66 Uniform Combined State Law Examination

2022-07-11
S63 Uniform Securities Agent State Law Examination

2014-01-29

Other Names

Eric Jordan Dorfman

View on SEC IAPD

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