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Eric Goplin

Strategic Advisers LLC

Greenwood Village, CO

Littleton, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Littleton, CO • 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
Wells Fargo Clearing Services, Llc Denver CO 11/2021 10/2022
Wells Fargo Bank, Na Denver CO 10/2017 10/2022
Fidelity Investments Greenwood Village CO 10/2022 07/2023
The Wizard'S Chest Cherry Creek CO 04/2016 01/2017
Chase Bank Denver CO 11/2024 01/2025
Unemployed Denver CO 08/2023 10/2024
The Woodcutters Wife Llc Centennial CO 11/2011 02/2018
Unemployed Denver CO 01/2025 02/2025
Fidelity Investments Greenwood Village CO 02/2025 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 10/2022
    Wells Fargo Clearing Services, Llc
    Denver, CO
  • 10/2017 → 10/2022
    Wells Fargo Bank, Na
    Denver, CO
  • 10/2022 → 07/2023
    Fidelity Investments
    Greenwood Village, CO
  • 04/2016 → 01/2017
    The Wizard'S Chest
    Cherry Creek, CO
  • 11/2024 → 01/2025
    Chase Bank
    Denver, CO
  • 08/2023 → 10/2024
    Unemployed
    Denver, CO
  • 11/2011 → 02/2018
    The Woodcutters Wife Llc
    Centennial, CO
  • 01/2025 → 02/2025
    Unemployed
    Denver, CO
  • 02/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, CO
    Greenwood Village, CO
  • 2024-11-25 → 2025-01-17
    J.P. Morgan Securities Llc
    Englewood, CO
  • 2022-11-23 → 2023-08-01
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2022-06-08 → 2022-10-20
    Wells Fargo Clearing Services, Llc
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-07
  • S66 Uniform Combined State Law Examination
    2022-06-07
Other Names
  • Eric Goplin
  • Eric Christopher Goplin

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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