Eric Mattessich

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

• 09/2010 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Parsippany, NJ
• 01/2021 → 11/2021
  Goldman Sachs & Co. Llc
  New York, NY
• 11/2021 → 06/2024
  Jpmorgan Securities Llc
  Summit, NJ
• 06/2024 → Present
  Fidelity Investments
  Morristown, NJ
• 11/2021 → 06/2024
  Jpmorgan Chase Bank Na
  Summit, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Morristown, NJ
• 2022-01-03 → 2022-03-30
  J.P. Morgan Securities Llc
  Dallas, TX
  Summit, NJ
  Phoenix, AZ
  Summit, NJ
• 2011-08-26 → 2021-12-02
  Goldman Sachs Wealth Services, L.P.
  Parsippany, NJ

Exams

• S66 Uniform Combined State Law Examination
  2011-08-22

Designations

• Certified Financial Planner

Other Names

• Eric Ryan Mattessich