Erich S. Gerlach

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  Fidelity Brokerage Services Llc
  Highland Park, IL
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Wilmette, IL
  Highland Park, IL
• 2013-01-03 → 2018-07-13
  Strategic Advisers Llc
  Highland Park, IL
• 2010-08-09 → 2012-12-17
  Citigroup Global Markets Inc.
  Chicago, IL
  Long Island City, NY
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Tinley Park, IL
  Long Island City, NY
  San Antonio, TX
  San Antonio, TX
  Arlington Heights., IL
  Arlington Heights., IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-06
• S63 Uniform Securities Agent State Law Examination
  2007-08-21

Other Names

• Erich S Gerlach
• Erich Stephen Gerlach