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Eddie R. Tolbert

Strategic Advisers LLC

Oak Brook, IL

Maple Park, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Maple Park, IL • 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
OrganizationCityStateFromTo
Jp Morgan Chase Aurora IL 04/2015 09/2016
Pnc Bank Chicago IL 09/2016 10/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2018 02/2019
Northwestern Mutual Investment Services Llc Lombard IL 11/2018 02/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2019 04/2022
Fidelity Investments Oak Brook IL 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 09/2016
    Jp Morgan Chase
    Aurora, IL
  • 09/2016 → 10/2018
    Pnc Bank
    Chicago, IL
  • 11/2018 → 02/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2018 → 02/2019
    Northwestern Mutual Investment Services Llc
    Lombard, IL
  • 02/2019 → 04/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2022 → Present
    Fidelity Investments
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-31
S63 Uniform Securities Agent State Law Examination 2009-04-04
  • S65 Uniform Investment Adviser Law Examination
    2022-05-31
  • S63 Uniform Securities Agent State Law Examination
    2009-04-04
Other Names
  • Eddie Tolbert
  • Eddie Roshun Tolbert
  • Eddie Tolbert

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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