Eric Mathis

Strategic Advisers LLC

Colorado Springs, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-02-26

CO RA
APPROVED

Since 2026-02-26

Branch Locations

Parker, CO • United States

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • 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
Travelers Insurance	Parker	CO	12/2016	10/2021
Mcgriff Insurance Services	Parker	CO	10/2021	04/2023
Unemployed	Parker	CO	02/2025	09/2025
In School	Fort Worth	TX	08/2015	12/2016
Rt Specialty	Chicago	IL	06/2023	02/2025
Unemployed	Parker	CO	04/2023	06/2023
Fidelity Investments	Colorado Springs	CO	09/2025	Present

12/2016 → 10/2021

Travelers Insurance

Parker, CO
10/2021 → 04/2023

Mcgriff Insurance Services

Parker, CO
02/2025 → 09/2025

Unemployed

Parker, CO
08/2015 → 12/2016

In School

Fort Worth, TX
06/2023 → 02/2025

Rt Specialty

Chicago, IL
04/2023 → 06/2023

Unemployed

Parker, CO
09/2025 → Present

Fidelity Investments

Colorado Springs, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-05

S66 Uniform Combined State Law Examination

2026-02-05

View on SEC IAPD

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