Eric Goplin
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2025 to now
- UnemployedJan 2025 to Feb 2025
- Chase BankNov 2024 to Jan 2025
- UnemployedAug 2023 to Oct 2024
- Fidelity InvestmentsOct 2022 to Jul 2023
- Wells Fargo Clearing Services, LLCNov 2021 to Oct 2022
- Wells Fargo Bank, NAOct 2017 to Oct 2022
- The Wizard's ChestApr 2016 to Jan 2017
- The Woodcutters Wife LLCNov 2011 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7223097
- Firm CRD
- 104555