Eric S. Shepherd

Strategic Advisers LLC

CRD 8046088

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-07-02
RI	RA	APPROVED	2025-06-10
MA	RA	APPROVED	2025-06-05

TX RA
APPROVED_RES

Since 2025-07-02
RI RA
APPROVED

Since 2025-06-10
MA RA
APPROVED

Since 2025-06-05

Branch Locations

Plainville, MA • 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	Smithfield	RI	02/2025	Present
Fidelity Personal Trust Company, Fsb	Merrimack	NH	08/2022	01/2025
Shepherd Tax Services	Mansfield	MA	01/2017	07/2022
Law Office Of Eric S. Shepherd, Esq	Mansfield	MA	12/2010	07/2022

02/2025 → Present

Fidelity Brokerage Services Llc

Smithfield, RI
08/2022 → 01/2025

Fidelity Personal Trust Company, Fsb

Merrimack, NH
01/2017 → 07/2022

Shepherd Tax Services

Mansfield, MA
12/2010 → 07/2022

Law Office Of Eric S. Shepherd, Esq

Mansfield, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-26

S66 Uniform Combined State Law Examination

2025-04-26

Other Names

Eric Shepherd
Eric Stephen Shepherd

View on SEC IAPD

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