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Eric D. Black

Strategic Advisers LLC

Westlake, TX

Redmond, WA

Bellevue, WA

Issaquah, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States

2018 156Th Ave Suite 100, Bellevue, WA 98007-3825 • United States

Issaquah, WA • 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
Agilysys, Inc Bellevue WA 06/2016 03/2018
Thrivent Investment Management Inc Bellevue WA 04/2018 12/2021
Thrivent Financial Appleton WI 04/2018 09/2018
Thrivent Financial Appleton WI 09/2018 12/2021
Fidelity Investments Westlake TX 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 03/2018
    Agilysys, Inc
    Bellevue, WA
  • 04/2018 → 12/2021
    Thrivent Investment Management Inc
    Bellevue, WA
  • 04/2018 → 09/2018
    Thrivent Financial
    Appleton, WI
  • 09/2018 → 12/2021
    Thrivent Financial
    Appleton, WI
  • 12/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-29
  • S66 Uniform Combined State Law Examination
    2018-06-29
Other Names
  • Eric David Black

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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