Eric M. Merrifield
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NORWELL, MA
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CRD#: 4170903
Professional summary
Eric M Merrifield, CFP®, who also goes by Eric Michael Merrifield, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Norwell, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Hingham, Massachusetts.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Eric has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
My core business beliefs focus on developing a strategic financial plan for all stages of your life. I will work with you to help you build your wealth, generate retirement cash flow, and help with legacy and estate planning considerations. By analyzing your current financial situation we will create strategic short-and long-term goals to work towards meeting your needs . My focus is to understand your personal priorities, concerns, and dreams in order to create a comprehensive plan with you.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Eric Michael Merrifield
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eric M Merrifield'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®
CFP®
Start date: 2003
Education
Northeastern University, D’Amore-McKim School of Business
Master of Science (MS) - Finance
2003
University of Massachusetts, Isenberg School of Management
Bachelor of Business Administration - Corporate Finance, Investments
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 50 Derby St Ste 100, Hingham, MA 02043-3740RIA
CRD#: 104555
NORWELL, MA
Current
October 11, 2000 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 50 Derby St, Ste 100, Hingham, MA 02043-3740BD
CRD#: 7784
Hingham, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
April 27, 2005 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
RIA
CRD#: 109516
MERRIMACK, NH
Past
February 12, 2003 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HINGHAM, MA
Past
August 8, 2000 - December 5, 2005
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
Past
June 8, 2000 - August 8, 2000
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
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
Arizona(4/18/2005)
RR
California(4/18/2005)
RR
Colorado(5/28/2019)
RR
Connecticut(1/3/2020)
RR
Florida(4/18/2005)
RR
Kansas(3/4/2022)
RR
Maine(4/18/2005)
RR
Massachusetts(10/11/2000)
IAR
Massachusetts(3/31/2025)
RR
Michigan(7/8/2022)
RR
New Hampshire(8/11/2004)
RR
New Jersey(4/18/2005)
RR
New York(4/18/2005)
RR
North Carolina(3/4/2022)
RR
Ohio(1/10/2014)
RR
Oregon(3/4/2022)
RR
Pennsylvania(3/12/2020)
RR
Rhode Island(4/18/2005)
RR
South Carolina(4/18/2005)
RR
Tennessee(11/30/2017)
RR
Texas(3/12/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/4/2022)
RR
Vermont(1/8/2019)
RR
Virginia(3/4/2022)
RR
Washington(3/4/2022)
RR
Wisconsin(4/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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#: 104555Norwell, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
