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Erica Renaud Estes

Strategic Advisers LLC

Euless, TX

Irving, TX

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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
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Euless, TX • United States

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • 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 Westlake TX 05/2020 Present
Cintas Corporation Fort Worth TX 02/2020 04/2020
Spectrum Enterprise Coppell TX 08/2019 02/2020
Comcast Business Houston TX 08/2016 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 02/2020 → 04/2020
    Cintas Corporation
    Fort Worth, TX
  • 08/2019 → 02/2020
    Spectrum Enterprise
    Coppell, TX
  • 08/2016 → 08/2019
    Comcast Business
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2020-10-02
Other Names
  • Erica Justine Renaud
  • Erica Renaud
  • Erica Justine Estes

View on SEC IAPD

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