Best Investors Account Sign in

Erik Daniel Esch

Strategic Advisers LLC

Portland, OR

Tigard, OR

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-19
OR RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • OR RA
    APPROVED
    Since 2025-03-31

Branch Locations

Portland, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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
State Farm Insurance Tucson AZ 05/2015 08/2017
Unemployed Yuma AZ 09/2017 12/2017
Total Quality Logistics Tigard OR 12/2017 05/2019
Axa Advisors, Llc New York NY 06/2019 06/2020
Equitable Advisors, Llc New York NY 06/2019 06/2021
Unemployment Portland OR 07/2021 09/2021
Lpl Financial Llc Clackamas OR 10/2021 01/2022
Fidelity Investments Tigard OR 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2017
    State Farm Insurance
    Tucson, AZ
  • 09/2017 → 12/2017
    Unemployed
    Yuma, AZ
  • 12/2017 → 05/2019
    Total Quality Logistics
    Tigard, OR
  • 06/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2019 → 06/2021
    Equitable Advisors, Llc
    New York, NY
  • 07/2021 → 09/2021
    Unemployment
    Portland, OR
  • 10/2021 → 01/2022
    Lpl Financial Llc
    Clackamas, OR
  • 03/2022 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
  • 2021-12-20 → 2022-02-09
    Lpl Financial Llc
    Clackamas, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-16
S63 Uniform Securities Agent State Law Examination 2019-10-28
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16
  • S63 Uniform Securities Agent State Law Examination
    2019-10-28
Other Names
  • Erik Esch
  • Erik Daniel Esch

View on SEC IAPD

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor