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Eric John O'BRien

Strategic Advisers LLC

Durham, NC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • 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
Transamerica Capital Inc. Denver CO 11/2015 05/2017
The Chef's Table Pembroke MA 05/2008 10/2017
Citizens Securities, Inc. Braintree MA 06/2017 10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 10/2017 06/2019
Bank Of America, N.A. Hingham MA 04/2018 06/2019
Fidelity Brokerage Services Westwood MA 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 05/2017
    Transamerica Capital Inc.
    Denver, CO
  • 05/2008 → 10/2017
    The Chef's Table
    Pembroke, MA
  • 06/2017 → 10/2017
    Citizens Securities, Inc.
    Braintree, MA
  • 10/2017 → 06/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hingham, MA
  • 04/2018 → 06/2019
    Bank Of America, N.A.
    Hingham, MA
  • 06/2019 → Present
    Fidelity Brokerage Services
    Westwood, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-31
S63 Uniform Securities Agent State Law Examination 2016-05-05
  • S66 Uniform Combined State Law Examination
    2018-01-31
  • S63 Uniform Securities Agent State Law Examination
    2016-05-05
Other Names
  • Eric John O Brien
  • Eric John O'BRien
  • John Eric O'BRien
  • Eric John Obrien

View on SEC IAPD

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