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Eric Wellford

Strategic Advisers LLC

Durham, NC

Raleigh, NC

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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_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • 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
Edward Jones St Louis MO 04/2018 02/2019
Albuquerque Police Department Albuquerque NM 10/2011 07/2017
Unemployed Burlington NC 07/2017 04/2018
Ameriprise Financial Services, Llc Raleigh NC 08/2020 03/2021
Unemployed Burlington NC 03/2019 07/2020
Fidelity Investments Durham NC 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 02/2019
    Edward Jones
    St Louis, MO
  • 10/2011 → 07/2017
    Albuquerque Police Department
    Albuquerque, NM
  • 07/2017 → 04/2018
    Unemployed
    Burlington, NC
  • 08/2020 → 03/2021
    Ameriprise Financial Services, Llc
    Raleigh, NC
  • 03/2019 → 07/2020
    Unemployed
    Burlington, NC
  • 05/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2020-08-19 → 2021-03-03
    Ameriprise Financial Services, Llc
    Raleigh, NC
    Clemmons, NC
  • 2018-10-12 → 2019-02-06
    Edward Jones
    Burlington, NC
    St Louis, MO
    Burlington, NC
    Fort Mill, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-11
  • S66 Uniform Combined State Law Examination
    2018-10-11
Other Names
  • Eric Wellford
  • Eric Campbell Wellford

View on SEC IAPD

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