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Eric Wood

Strategic Advisers LLC

Albuquerque, NM

Albuquerque, NM

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Albuquerque, NM • United States

2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • 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 Westlake TX 08/2022 07/2023
Woodforest National Bank Hickory Creek TX 11/2016 01/2022
Woodforest National Bank Hickory Creek TX 04/2016 11/2016
Door Dash San Francisco CA 08/2020 08/2022
Fidelity Investments Albuquerque NM 07/2023 04/2024
Fidelity Investments Albuquerque NM 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → 07/2023
    Fidelity Investments
    Westlake, TX
  • 11/2016 → 01/2022
    Woodforest National Bank
    Hickory Creek, TX
  • 04/2016 → 11/2016
    Woodforest National Bank
    Hickory Creek, TX
  • 08/2020 → 08/2022
    Door Dash
    San Francisco, CA
  • 07/2023 → 04/2024
    Fidelity Investments
    Albuquerque, NM
  • 05/2024 → Present
    Fidelity Investments
    Albuquerque, NM
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albuquerque, NM
Other Businesses

OBA-113408|OrgNmn:Eirc Wood|Org Addr:Albuquerqu,New Mexico,US|OBA Nature:Tutoring|Invst Rel:N|Title:Sole Proprietor|Duties:I meet with 1 HS student once or twice a week for math tutorting|StrtDt:09-24-24|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-25
  • S66 Uniform Combined State Law Examination
    2023-01-25
Other Names
  • Eric Benjamin Wood
  • Eric Wood

View on SEC IAPD

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