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Eric M Birnbaum

Strategic Advisers LLC

Scotch Plains, NJ

Bridgewater, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Scotch Plains, NJ • United States

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • 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 Morristown NJ 02/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → Present
    Fidelity Investments
    Morristown, NJ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Manalapan, NJ
    Scotch Plains, NJ
  • 2014-08-18 → 2018-07-13
    Strategic Advisers Llc
    Morristown, NJ
    Morristown, NJ
    Bridgewater, NJ
Other Businesses

OBA-130119|OrgNmn:3070 Dryer Ave LLC" and "Endless Comfort Management L|Org Addr:Scotch Pla,New Jersey,US|OBA Nature:Rental property to be held in |Invst Rel:Y|Title:LLC Member|Duties:Communicating with property designer, contractors, and management company. Occasional onsite inspection of property.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-123181|OrgNmn:No Nuts or Gluten|Org Addr:Scotch Pla,New Jersey,US|OBA Nature:Website - Amazon Affiliate|Invst Rel:N|Title:Sole Proprietor|Duties:Website maintenance. Marketing.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-08
S63 Uniform Securities Agent State Law Examination 1999-04-21
  • S66 Uniform Combined State Law Examination
    2014-08-08
  • S63 Uniform Securities Agent State Law Examination
    1999-04-21
Other Names
  • Eric Michael Birnbaum

View on SEC IAPD

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