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Erin Rico

Strategic Advisers LLC

Portland, OR

Vancouver, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Portland, OR • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • 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
Charles Schwab & Co., Inc. Fort Worth TX 01/2015 06/2019
Optionsxpress Austin TX 01/2017 07/2017
Fisher Investments Camas WA 07/2019 06/2022
M Holdings Securities, Inc. Portland OR 09/2022 10/2023
Fidelity Investments Vancouver WA 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-29
S66 Uniform Combined State Law Examination 2015-12-08
  • S63 Uniform Securities Agent State Law Examination
    2023-12-29
  • S66 Uniform Combined State Law Examination
    2015-12-08
Other Names
  • Erin Theresa Martin
  • Erin Rico
  • Erin Martin

View on SEC IAPD

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