Ronald Larry Eckert

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

• 07/2018 → 12/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 07/2018 → 02/2023
  Tiaa
  Lewisville, TX
• 02/2017 → 01/2018
  Kelly Services
  San Antonio, TX
• 02/2018 → 06/2018
  Giant Food Stores
  Norristown, PA
• 07/2012 → 11/2016
  Homemaker
  Boerne, TX
• 11/2016 → 01/2017
  Harland-Clarke
  San Antonio, TX
• 03/2020 → 02/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 02/2023 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2008-04-16 → 2010-07-06
  Usaa Financial Planning Services
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-04-20
• S63 Uniform Securities Agent State Law Examination
  2018-08-17

Other Names

• Ronald Larry Eckert
• Ronald Eckert