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Eric M. Andress

Strategic Advisers LLC

Brooklyn, NY

New York, NY

CRD 7027569

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Brooklyn, NY • United States

13A W 61St St, New York, NY 10023-0000 • 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 Brokerage Services, Llc Westlake TX 09/2018 Present
Jl Long Middle School Dallas TX 08/2012 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 08/2012 → 08/2018
    Jl Long Middle School
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Other Businesses

OBA-11464|OrgNmn:Self-employed|Org Addr:Brooklyn,New York,US|OBA Nature:Freelance Musician|Invst Rel:N|Title:Trombone, Tuba, Bass trombone per|Duties:Perform concerts and musicals when asked to fill in|StrtDt:09-21-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-31
S63 Uniform Securities Agent State Law Examination 2019-01-18
  • S66 Uniform Combined State Law Examination
    2022-12-31
  • S63 Uniform Securities Agent State Law Examination
    2019-01-18
Other Names
  • Eric Matthew Andress
  • Eric Andress

View on SEC IAPD

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