Erica Alldredge

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

• 07/2010 → Present
  Fidelity
  Highland Park, IL
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  San Francisco, CA
  Burlingame, CA
• 2011-07-21 → 2018-07-13
  Strategic Advisers Llc
  San Diego, CA
  Highland Park, IL
  Highland Park, IL

Other Businesses

OBA-123833|OrgNmn:Oakton College|Org Addr:Des Plaine,Illinois,US|OBA Nature:Community College|Invst Rel:N|Title:Employee|Duties:Construction of a course syllabus, consistent with the generic course syllabus that stipulates course objectives, content, and grading criteri|StrtDt:01-06-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-23
• S63 Uniform Securities Agent State Law Examination
  2010-12-21

Other Names

• Erica Brynn Alldredge
• Erica Brynn Young