Erin N Buchanan

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

• 07/2016 → 06/2018
  Axa Advisors, Llc
  New York, NY
• 06/2018 → 11/2022
  Columbia Credit Union
  Vancouver, WA
• 06/2018 → 11/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2022 → Present
  Fidelity Investments
  Millburn, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Millburn, NJ
• 2018-06-07 → 2022-11-25
  Cuso Financial Services, L.P.
  Vancouver, WA
  Vancouver, WA
• 2016-09-27 → 2018-01-24
  Equitable Advisors, Llc
  Edison, NJ
  Berkeley Heights, NJ
  Edison, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-09-21

Other Names

• Erin Buchanan
• Erin Nicole Buchanan