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Erik Daniel Gonzalez

Strategic Advisers LLC

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Phoenix, AZ • 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
Texas Tech University Lubbock TX 08/2009 05/2018
Texas Tech University College Of Visual And Performing Arts Lubbock TX 12/2015 04/2017
The Vanguard Group, Inc. Scottsdale AZ 06/2018 11/2021
Kohl's Lubbock TX 10/2017 02/2018
Fidelity Investments Phoenix AZ 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2009 → 05/2018
    Texas Tech University
    Lubbock, TX
  • 12/2015 → 04/2017
    Texas Tech University College Of Visual And Performing Arts
    Lubbock, TX
  • 06/2018 → 11/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 10/2017 → 02/2018
    Kohl's
    Lubbock, TX
  • 11/2021 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Phoenix, AZ
    Salt Lake City, UT
  • 2018-09-10 → 2021-12-13
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-05
  • S66 Uniform Combined State Law Examination
    2018-09-05
Other Names
  • Erik Daniel Gonzalez
  • Erik Gonzalez

View on SEC IAPD

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