Eric T. Bezanson
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
AMESBURY, MA
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CRD#: 4155006
Professional summary
Eric Thomas Bezanson, who also goes by Eric Thomas Bezanson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Amesbury, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Danvers, Massachusetts.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Eric has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I work with individuals and families to create, maintain and implement comprehensive financial plans. Specifically, focusing on, Growth, Protection and Estate planning considerations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Thomas Bezanson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-15778|OrgNmn:Real Estate|Org Addr:Amesbury,Massachuse,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Licensed Real Estate Salesperson|Duties:Act as an agent|StrtDt:02-22-18|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Eric Thomas Bezanson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Emmanuel College
Bachelor of Science (BS) - Business Management
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 152 Endicott Street, Danvers, MA 01923-3619RIA
CRD#: 104555
AMESBURY, MA
Current
March 8, 2001 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 152 Endicott Street, Danvers, MA 01923BD
CRD#: 7784
DANVERS, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
June 8, 2005 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
RIA
CRD#: 109516
SMITHFIELD, RI
Past
May 20, 2005 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DANVERS, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/17/2005)
RR
Colorado(1/27/2023)
RR
Connecticut(3/5/2024)
RR
Florida(5/17/2005)
RR
Maine(5/17/2005)
RR
Maryland(5/17/2005)
RR
Massachusetts(7/3/2001)
IAR
Massachusetts(3/31/2025)
RR
New Hampshire(5/17/2005)
IAR
New Hampshire(3/31/2025)
RR
New York(1/7/2022)
RR
Oregon(6/30/2025)
RR
Pennsylvania(5/17/2005)
RR
South Carolina(3/5/2024)
RR
Tennessee(6/25/2025)
RR
Texas(8/11/2017)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Amesbury, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
