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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

West Bend, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Fidelity Investments Milwaukee WI 01/2020 Present
Aon Consulting, Inc. Lincolnshire IL 05/2018 11/2019
Target Corporation Waukesha WI 11/2019 12/2019
Full Time Education Des Moines IA 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → Present
    Fidelity Investments
    Milwaukee, WI
  • 05/2018 → 11/2019
    Aon Consulting, Inc.
    Lincolnshire, IL
  • 11/2019 → 12/2019
    Target Corporation
    Waukesha, WI
  • 08/2014 → 05/2018
    Full Time Education
    Des Moines, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mequon, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-15
  • S66 Uniform Combined State Law Examination
    2020-09-15
Other Names
  • Erin Barbara Sawasky
  • Erin Sawasky
  • Erin Barbara Keller

View on SEC IAPD

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