Eric M Merrifield

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

MA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Norwell, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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
Fidelity Investments	Marlborough	MA	07/1999	Present
Strategic Advisers	Boston	MA	01/2003	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/1999 → Present

Fidelity Investments

Marlborough, MA
01/2003 → Present

Strategic Advisers

Boston, MA
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
2003-02-12 → 2018-07-13

Strategic Advisers Llc

Hingham, MA

Boston, MA
2005-04-27 → 2007-03-28

Fidelity Personal Trust Company, Fsb

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-12-16
S63	Uniform Securities Agent State Law Examination	2000-06-20

S66 Uniform Combined State Law Examination

2002-12-16
S63 Uniform Securities Agent State Law Examination

2000-06-20

Other Names

Eric Michael Merrifield

View on SEC IAPD

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