Erin Arnold

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 02/2022
  First National Bank
  Dekalb, IL
• 04/2017 → 06/2020
  Raymond James Financial Services, Inc.
  Dekalb, IL
• 07/2020 → 02/2022
  Raymond James Financial Services, Inc.
  Dekalb, IL
• 02/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sycamore, IL
• 2020-07-23 → 2022-03-14
  Raymond James Financial Services Advisors, Inc
  Sycamore, IL
  Dekalb, IL

Other Businesses

OBA-69159|OrgNmn:erinmarnoldwrites|Org Addr:Sycamore,Illinois,US|OBA Nature:Writing poetry for publication|Invst Rel:N|Title:Independent Contractor|Duties:writing poetry submissions |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-101698|OrgNmn:Lost Blonde Literary|Org Addr:Sycamore,Illinois,US|OBA Nature:Independent Publisher of onlin|Invst Rel:N|Title:Partner|Duties:review and publish poems, short fiction and art |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-06-27

Other Names

• Erin M Arnold
• Erin Marie Arnold