Eric Holden

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

330 Park Ave S, New York, NY 10010-3643 • United States

New York, NY • 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

Organization	City	State	From	To
Ubs	Weehawken	NJ	07/2021	04/2022
University Of Maryland Robert H. Smith School Of Business	College Park	MD	08/2020	05/2021
Hobart And William Smith Colleges	Geneva	NY	08/2016	05/2020
Fidelity Investments	New York	NY	04/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2021 → 04/2022

Ubs

Weehawken, NJ
08/2020 → 05/2021

University Of Maryland Robert H. Smith School Of Business

College Park, MD
08/2016 → 05/2020

Hobart And William Smith Colleges

Geneva, NY
04/2021 → Present

Fidelity Investments

New York, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-05-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York, NY
2021-10-12 → 2022-04-18

Ubs Financial Services Inc.

Weehawken, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-08

S66 Uniform Combined State Law Examination

2021-10-08

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

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