Eric H. Schreiber

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
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31
UT	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

Danville, CA • 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 Brokerage Services Llc	Walnut Creek	CA	02/2001	Present
Strategic Advisers	Walnut Creek	CA	06/2002	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2001 → Present

Fidelity Brokerage Services Llc

Walnut Creek, CA
06/2002 → Present

Strategic Advisers

Walnut Creek, CA
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

Smithfield, RI

Danville, CA
2002-06-10 → 2018-07-13

Strategic Advisers Llc

Oakland, CA

Walnut Creek, CA

Portland, OR

Sacramento, CA

Thousand Oaks, CA

Burlingame, CA

Salt Lake City, UT

Oakland, CA

Oakland, CA

Danville, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-07-28
S63	Uniform Securities Agent State Law Examination	2000-07-14

S65 Uniform Investment Adviser Law Examination

2000-07-28
S63 Uniform Securities Agent State Law Examination

2000-07-14

Other Names

Eric Herbert Schreiber

View on SEC IAPD

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