Erick Tavahen

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

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

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Katy, TX • United States

6560 Fannin St Ste 200, Houston, TX 77030-2736 • 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
All Star Franchise	Houston	TX	11/2021	03/2022
Tbc Corp.	Katy	TX	01/2008	09/2021
Fidelity Investments	Houston	TX	04/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2021 → 03/2022

All Star Franchise

Houston, TX
01/2008 → 09/2021

Tbc Corp.

Katy, TX
04/2022 → Present

Fidelity Investments

Houston, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-07-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Houston, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-06
S63	Uniform Securities Agent State Law Examination	2022-12-05

S66 Uniform Combined State Law Examination

2023-06-06
S63 Uniform Securities Agent State Law Examination

2022-12-05

Other Names

Erick Tavahen
Erick Tejada Tavahen

View on SEC IAPD

More in Katy, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor