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Eric Stowe

Strategic Advisers LLC

Salt Lake City, UT

Riverton, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Riverton, UT • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 08/2020 10/2021
Unemployed Phoenix AZ 04/2020 08/2020
Encorefx Phoenix AZ 01/2020 03/2020
American Express Phoenix AZ 09/2015 12/2019
Bank Of America, N.A. Chandler AZ 01/2021 10/2021
Fidelity Investments Salt Lake City UT 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 10/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 04/2020 → 08/2020
    Unemployed
    Phoenix, AZ
  • 01/2020 → 03/2020
    Encorefx
    Phoenix, AZ
  • 09/2015 → 12/2019
    American Express
    Phoenix, AZ
  • 01/2021 → 10/2021
    Bank Of America, N.A.
    Chandler, AZ
  • 11/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-26
S63 Uniform Securities Agent State Law Examination 2011-04-29
  • S66 Uniform Combined State Law Examination
    2021-01-26
  • S63 Uniform Securities Agent State Law Examination
    2011-04-29
Other Names
  • Eric Stowe
  • Eric Riley Stowe

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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