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Eric Guerrero

Strategic Advisers LLC

Washington, DC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Washington, DC • 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
Charles Schwab & Co., Inc. Annapolis MD 08/2016 05/2021
Charles Schwab Bank Annapolis MD 04/2018 05/2021
Fidelity Investments Covington KY 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2021
    Charles Schwab & Co., Inc.
    Annapolis, MD
  • 04/2018 → 05/2021
    Charles Schwab Bank
    Annapolis, MD
  • 06/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Washington, DC
  • 2016-11-21 → 2021-05-26
    Charles Schwab & Co., Inc.
    Austin, TX
    Arlington, VA
    Annapolis, MD
    Austin, TX
    Washington, DC
Other Businesses

OBA-60706|OrgNmn:Defensores De La Cuenca|Org Addr:Cheverly,Maryland,US|OBA Nature:Watershed Conservation|Invst Rel:N|Title:Board President|Duties:Facilitate Meetings and Help drive forward the mission|StrtDt:12-01-20|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-21
  • S66 Uniform Combined State Law Examination
    2016-11-21

View on SEC IAPD

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