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Eric Walby

Strategic Advisers LLC

Covington, KY

Troy, MI

Ferndale, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Troy, MI • United States

Ferndale, MI • 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
Pfs Investments Inc. Troy MI 08/2021 11/2021
Primerica Financial Services Troy MI 02/2021 11/2021
Ch Robinson Auburn Hills MI 02/2009 06/2019
Dhl Global Forwarding Romulus MI 06/2019 08/2021
Equitable Advisors, Llc New York NY 11/2021 07/2022
Fidelity Brokerage Services Llc Ferndale MI 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 11/2021
    Pfs Investments Inc.
    Troy, MI
  • 02/2021 → 11/2021
    Primerica Financial Services
    Troy, MI
  • 02/2009 → 06/2019
    Ch Robinson
    Auburn Hills, MI
  • 06/2019 → 08/2021
    Dhl Global Forwarding
    Romulus, MI
  • 11/2021 → 07/2022
    Equitable Advisors, Llc
    New York, NY
  • 10/2022 → Present
    Fidelity Brokerage Services Llc
    Ferndale, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ferndale, MI
  • 2021-12-23 → 2022-08-08
    Equitable Advisors, Llc
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-16
S63 Uniform Securities Agent State Law Examination 2021-09-16
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16
  • S63 Uniform Securities Agent State Law Examination
    2021-09-16
Other Names
  • Eric Joseph Walby
  • Eric Walby

View on SEC IAPD

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EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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