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Erin Escobar

Strategic Advisers LLC

Berkeley, CA

San Ramon, CA

Berkeley, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2120 University Ave, Berkeley, CA 94704-1026 • United States

San Ramon, CA • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • 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
Fidelity Investments Berkeley CA 01/2022 Present
Dibbler, Inc. Alameda CA 10/2021 12/2021
Franklin Energy Oakland CA 09/2019 09/2021
Build It Green Oakland CA 10/2018 09/2019
Digistream Investigations Alameda CA 08/2016 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Berkeley, CA
  • 10/2021 → 12/2021
    Dibbler, Inc.
    Alameda, CA
  • 09/2019 → 09/2021
    Franklin Energy
    Oakland, CA
  • 10/2018 → 09/2019
    Build It Green
    Oakland, CA
  • 08/2016 → 10/2018
    Digistream Investigations
    Alameda, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-21
S63 Uniform Securities Agent State Law Examination 2022-04-27
  • S65 Uniform Investment Adviser Law Examination
    2022-10-21
  • S63 Uniform Securities Agent State Law Examination
    2022-04-27
Other Names
  • Erin Allyson De Leon
  • Erin Allyson Escobar

View on SEC IAPD

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HONTE ADVISORS LLC

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AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA

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