Erika Jean Lundstedt
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- UBS Financial Services, IncMar 2022 to Sep 2022
- Kohl's, IncOct 2021 to Dec 2021
- World Affairs Council of Cincinnati and Northern KentuckySep 2021 to Mar 2022
- Fidelity Brokerage Services, LLCMay 2020 to Sep 2021
- Campbell County SchoolAug 2019 to Mar 2020
- Educational Testing Service/college BoardJun 2019 to Jun 2019
- Educational Testing Service/college BoardJun 2018 to Jun 2018
- Saint Ursula AcademyAug 2015 to Jun 2019
- Interalliance of Greater CincinnatiJun 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7255770
- Firm CRD
- 104555