Erin Hester

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-03-31

SC RA
APPROVED

Since 2025-03-31

Branch Locations

Rock Hill, SC • 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
Tdameritrade	Charlotte	NC	07/2016	01/2018
Vestmark	Charlotte	NC	01/2018	10/2019
First Citizens Investor Services	Raleigh	NC	10/2019	04/2021
Fidelity Investments	Rock Hill	SC	04/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2016 → 01/2018

Tdameritrade

Charlotte, NC
01/2018 → 10/2019

Vestmark

Charlotte, NC
10/2019 → 04/2021

First Citizens Investor Services

Raleigh, NC
04/2021 → Present

Fidelity Investments

Rock Hill, SC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Rock Hill, SC
2019-10-28 → 2021-04-13

First Citizens Investor Services, Inc.

Fort Mill, SC

Fort Mill, SC

Charlotte, NC
2016-08-02 → 2018-01-18

Td Ameritrade, Inc.

Charlotte, NC
2016-08-02 → 2018-01-18

Td Ameritrade Investment Management, Llc

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-01
S63	Uniform Securities Agent State Law Examination	2015-09-10

S66 Uniform Combined State Law Examination

2016-08-01
S63 Uniform Securities Agent State Law Examination

2015-09-10

Other Names

Erin Dawnelle Cross
Erin D Hester
Erin Dawnelle Hester

View on SEC IAPD

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