Erica Heather Licon
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Thrivent FinancialMar 2020 to Mar 2022
- Thrivent Investment Management IncAug 2019 to Mar 2022
- Nick Mcnabb- Thrivent FinancialJul 2019 to Mar 2020
- Jw Marriott Hill Country Resort & SpaJul 2018 to Aug 2019
- 54th Street Bar & GrillJul 2017 to Jul 2018
- Rainbow Station DaycareJun 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7126244
- Firm CRD
- 104555