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Eric Robert Kinyon

Eric R. Kinyon

STRATEGIC ADVISERS LLC | VP, Branch Leader
SHORELINE, WA
Some features on this profile are disabled
CRD#: 4995811
Eric Robert Kinyon

Professional summary

Eric Robert Kinyon, CFP®, who also goes by Eric Robert Kinyon, Eric R Kinyon, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Shoreline, Washington and FIDELITY BROKERAGE SERVICES LLC located in Bellevue, Washington.

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, SIE, Series 7, Series 10 and Series 9 exams.

Biography

During my 17 years at Fidelity, I have had the opportunity to work with thousands of clients and their families in all stages of their financial lives. My passion for helping others has provided me an opportunity to lead, coach and inspire an incredible team of advisors in the Greater Seattle area. I strive to create an environment where our advisors can provide a great client experience to everyone each and every day.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Robert Kinyon | Eric R Kinyon

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.
OAA#: 67476 | Org Name:Talisman Hangout, LLC | Org Addr:Spokane, WA, US | Nature of Bus:Vacation Rental | Invst Rel:Y | Title:Executive Member | Duties:Rental property management | Start Dt:10/01/2020 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Robert Kinyon'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®
CFP®

Certified Financial Planner

Education

University of Washington

Master of Business Administration (MBA) - Business

2017

University of Washington

Bachelor of Business Administration - Finance

2005

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 10500 Ne 8th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303
RIA
CRD#: 104555
SHORELINE, WA
Current

October 14, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 10500 Ne 8th Street-ste 100 Bellevue Place, Bellevue, WA 98004
BD
CRD#: 7784
Bellevue, WA
Past

October 28, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BELLEVUE, WA
Past

July 10, 2018 - July 5, 2019

EMPIRICAL WEALTH MANAGEMENT

RIA
CRD#: 152622
Seattle, WA
Past

September 30, 2005 - July 12, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SEATTLE, WA
Past

July 22, 2005 - July 10, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SEATTLE, WA

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
Massachusetts
(1/6/2024)
RR
Texas
(1/6/2024)
IAR
Texas
(3/31/2025)
RR
Utah
(1/6/2024)
RR
Washington
(10/14/2019)
IAR
Washington
(3/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/19/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/10/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/21/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/16/2010
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/18/2010
General Securities Sales Supervisor - Options Module Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

VP, Branch LeaderCRD#: 104555Shoreline, WA

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