Eric E. Billingslea

STRATEGIC ADVISERS LLC

BOYNTON BEACH, FL

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CRD#: 4891811

Professional summary

Eric Everette Billingslea, who also goes by Eric E Billingslea, Eric Everette Billingslea, Eric Everette Billinslea, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boynton Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Boca Raton, Florida.

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 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric E Billingslea | Eric Everette Billingslea | Eric Everette Billinslea

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Everette Billingslea's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1400 Glades Road Suite 180, Boca Raton, FL 33431-6457

RIA

CRD#: 104555

BOYNTON BEACH, FL

Current

November 6, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1400 Glades Road, Suite 180, Boca Raton, FL 33431

CRD#: 7784

Boca Raton, FL

Past

December 12, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOCA RATON, FL

Past

November 22, 2017 - October 15, 2019

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Alpharetta, GA

Past

November 21, 2017 - October 15, 2019

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

June 21, 2017 - November 7, 2017

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

DULUTH, GA

Past

June 12, 2017 - November 7, 2017

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ATLANTA, GA

Past

March 5, 2014 - May 22, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ATLANTA, GA

Past

February 20, 2014 - May 22, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ATLANTA, GA

Past

October 9, 2012 - January 27, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

September 27, 2012 - January 27, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Past

August 16, 2011 - April 4, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

ATLANTA, GA

Past

August 4, 2011 - April 4, 2012

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

ATLANTA, GA

Past

January 13, 2010 - January 6, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALPHARETTA, GA

Past

November 17, 2009 - January 6, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALPHARETTA, GA

Past

July 28, 2009 - September 23, 2009

HARRISDIRECT LLC

RIA

CRD#: 42159

ARLINGTON, VA

Past

July 2, 2008 - September 23, 2009

E*TRADE SECURITIES LLC

CRD#: 29106

ALPHARETTA, GA

Past

November 16, 2007 - July 1, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

ATLANTA, GA

Past

November 29, 2005 - July 1, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

ATLANTA, GA

Past

August 8, 2005 - September 23, 2005

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

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".

STRATEGIC ADVISERS LLC

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.

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

California
(1/23/2025)

District of Columbia
(3/4/2025)

Florida
(11/7/2019)

IAR

Florida
(3/31/2025)

Georgia
(11/18/2019)

Massachusetts
(3/4/2025)

Minnesota
(10/23/2025)

Nevada
(1/29/2025)

New Jersey
(11/18/2019)

New York
(11/18/2019)

North Carolina
(11/18/2019)

Pennsylvania
(11/18/2019)

Texas
(11/18/2019)

IAR

Texas
(3/31/2025)

Utah
(11/18/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/21/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/5/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Eric E. Billingslea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Everette Billingslea's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

WAMU INVESTMENTS, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2007

Series 63

Date: 8/19/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/24/2008

Series 6

Date: 8/5/2005

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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