Erich K Williams

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

• 03/2015 → 07/2017
  Bank Of America, N.A.
  Yonkers, NY
• 03/2015 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yonkers, NY
• 07/2017 → 03/2021
  Morgan Stanley Smith Barney Llc
  Purchase, NY
• 07/2017 → 03/2021
  Morgan Stanley Private Bank, N.A.
  Purchase, NY
• 03/2021 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Darien, CT
• 04/2023 → Present
  Fidelity Investments
  Nanuet, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Nanuet, NY
• 2021-09-29 → 2023-03-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Darien, CT
  New York, NY
  Westport, CT
• 2017-08-09 → 2021-01-12
  Morgan Stanley
  Purchase, NY
  Purchase, NY
• 2015-03-24 → 2017-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yonkers, NY
  Yonkers, NY
  New York, NY
  Yonkers, NY
  New Rochelle, NY
  Yonkers, NY
  New Rochelle, NY
• 2014-06-18 → 2014-12-02
  J.P. Morgan Securities Llc
  Briarcliff, NY
• 2013-05-30 → 2014-01-30
  Morgan Stanley
  Mount Kisco, NY

Exams

• S66 Uniform Combined State Law Examination
  2013-05-28

Other Names

• Erich K Williams
• Erich Krishna Williams
• Erich K Williams
• Erich Williams
• Erich Krishna Williams
• Erich Williams
• Erich Krishna Williams