Erin K Leonard

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31
VT	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31
VT RA
APPROVED

Since 2025-03-31

Branch Locations

Bennington, VT • United States

59 Wolf Rd, Albany, NY 12205-2612 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Albany	NY	05/2013	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2013 → Present

Fidelity Brokerage Services Llc

Albany, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-09-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Albany, NY
2011-07-11 → 2013-05-28

Lpl Financial Llc

Albany, NY

Glenmont, NY

Albany, NY
2009-10-05 → 2011-12-31

Garrison Asset Management, Llc

Bluffton, SC
2009-05-15 → 2009-09-18

Raymond James & Associates, Inc.

Pittsfield, MA
2009-01-06 → 2009-06-04

Ubs Financial Services Inc.

Springfield, MA
2005-05-25 → 2006-10-31

Dion Money Management Inc

Williamstown, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-03
S65	Uniform Investment Adviser Law Examination	2005-05-02

S66 Uniform Combined State Law Examination

2007-04-03
S65 Uniform Investment Adviser Law Examination

2005-05-02

Other Names

Erin K Ladley
Erin K. Leonard
Erin K. Ladley
Erin K Leonard
Erin Kathleen Leonard

View on SEC IAPD

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