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Erica Marie Ow

Strategic Advisers LLC

Minneola, FL

Winter Park, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Minneola, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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
Orlando Magic Orlando FL 12/2020 03/2021
Event Effects Group Orlando FL 12/2019 03/2020
The Mezz/Abby Orlando FL 09/2019 12/2019
First Watch Orlando FL 01/2019 09/2019
Tijuana Flats Orlando FL 04/2016 01/2019
Unemployment Orlando FL 03/2020 12/2020
Fidelity Investments Orlando FL 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → 03/2021
    Orlando Magic
    Orlando, FL
  • 12/2019 → 03/2020
    Event Effects Group
    Orlando, FL
  • 09/2019 → 12/2019
    The Mezz/Abby
    Orlando, FL
  • 01/2019 → 09/2019
    First Watch
    Orlando, FL
  • 04/2016 → 01/2019
    Tijuana Flats
    Orlando, FL
  • 03/2020 → 12/2020
    Unemployment
    Orlando, FL
  • 05/2021 → Present
    Fidelity Investments
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Altamonte Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
S63 Uniform Securities Agent State Law Examination 2021-10-26
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08
  • S63 Uniform Securities Agent State Law Examination
    2021-10-26
Other Names
  • Erica M Dallin
  • Erica Marie Dallin

View on SEC IAPD

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