Eric Michael Picard

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 09/2021
  Advyzon
  Chicago, IL
• 06/2021 → 08/2021
  Unemployed
  Chicago, IL
• 05/2021 → 06/2021
  Topbloc
  Chicago, IL
• 08/2019 → 05/2020
  Student
  Muncie, IN
• 05/2019 → 08/2019
  Student Painters
  Orland Park, IL
• 02/2019 → 05/2019
  Cetera Investors
  Indianapolis, IN
• 08/2018 → 02/2019
  Student
  Muncie, IN
• 08/2017 → 05/2018
  Student
  Muncie, IN
• 05/2017 → 08/2017
  Mpea
  Chicago, IL
• 08/2016 → 05/2017
  Student
  Muncie, IN
• 01/2017 → 03/2017
  Vector Marketing
  Tinley Park, IL
• 06/2020 → 05/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2021 → 03/2023
  Tobias Eng
  Chicago, IL
• 12/2021 → 03/2023
  Northwestern Mutual Investment Services Llc
  Chicago, IL
• 03/2023 → Present
  Fidelity Investments
  Chicago, IL
• 05/2018 → 08/2018
  Strack And Van Til
  Munster, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chicago, IL

Other Businesses

OBA-109086|OrgNmn:Anima Productions LLC|Org Addr:Chicago,Illinois,US|OBA Nature:Creative Production Company - |Invst Rel:N|Title:Partner|Duties:I will be running the business side of the creative production company. Helping with pricing of services, opening of bank accounts, filing LLC|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-06-28
• S63 Uniform Securities Agent State Law Examination
  2022-08-30

Other Names

• Eric Michael Picard