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Erica Silver

Strategic Advisers LLC

Raleigh, NC

Durham, NC

CRD 7613625

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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 Durham NC 07/2021 Present
Orlando Magic Nba Orlando FL 01/2021 07/2021
Freshetech Orlando FL 05/2021 07/2021
Miami Children's Museum Miami FL 05/2018 08/2018
High School Miami Beach FL 08/2016 05/2018
College Orlando FL 08/2018 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Durham, NC
  • 01/2021 → 07/2021
    Orlando Magic Nba
    Orlando, FL
  • 05/2021 → 07/2021
    Freshetech
    Orlando, FL
  • 05/2018 → 08/2018
    Miami Children's Museum
    Miami, FL
  • 08/2016 → 05/2018
    High School
    Miami Beach, FL
  • 08/2018 → 01/2021
    College
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
S63 Uniform Securities Agent State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2023-11-30
  • S63 Uniform Securities Agent State Law Examination
    2022-12-21
Other Names
  • Erica Faye Silver
  • Erica Silver

View on SEC IAPD

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