Eric Christopher Haigh

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

• 09/2019 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 08/2015 → 05/2019
  University Of Dallas
  Irving, TX
• 03/2016 → 05/2018
  Techease
  Irving, TX
• 07/2016 → 12/2016
  Favor, Inc.
  Frisco, TX
• 07/2018 → 08/2019
  Raa
  Addison, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-09-14
• S63 Uniform Securities Agent State Law Examination
  2019-12-09

Other Names

• Eric Christopher Haigh
• Eric Haigh