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Emily Lynn Erickson

Strategic Advisers LLC

Smithfield, RI

East Providence, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

East Providence, RI • 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
Rutland Market Place Rutland MA 06/2020 07/2021
The Sole Proprietor Worcester MA 07/2021 05/2022
Fidelity Investments Smithfield RI 01/2024 Present
Wachusett Mountain Ski Area Princeton MA 11/2017 03/2020
Harrington Farm Princeton MA 06/2017 12/2018
Worcester State University Worcester MA 12/2023 01/2024
Wachusett Regional School District Holden MA 12/2013 05/2017
Fidelity Investments Boston MA 06/2023 12/2023
Specialty Sandwich Company Holden MA 03/2019 08/2019
Worcester State University Worcester MA 03/2020 06/2020
Fidelity Investments Shrewsbury MA 06/2022 08/2022
Worcester State University Worcester MA 08/2022 06/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 07/2021
    Rutland Market Place
    Rutland, MA
  • 07/2021 → 05/2022
    The Sole Proprietor
    Worcester, MA
  • 01/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 11/2017 → 03/2020
    Wachusett Mountain Ski Area
    Princeton, MA
  • 06/2017 → 12/2018
    Harrington Farm
    Princeton, MA
  • 12/2023 → 01/2024
    Worcester State University
    Worcester, MA
  • 12/2013 → 05/2017
    Wachusett Regional School District
    Holden, MA
  • 06/2023 → 12/2023
    Fidelity Investments
    Boston, MA
  • 03/2019 → 08/2019
    Specialty Sandwich Company
    Holden, MA
  • 03/2020 → 06/2020
    Worcester State University
    Worcester, MA
  • 06/2022 → 08/2022
    Fidelity Investments
    Shrewsbury, MA
  • 08/2022 → 06/2023
    Worcester State University
    Worcester, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paxton, MA
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-10
  • S66 Uniform Combined State Law Examination
    2024-07-10
Other Names
  • Emily L Erickson
  • Emily Lynn Erickson

View on SEC IAPD

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