Eric W. Duncklee
STRATEGIC ADVISERS LLC | VP, Financial Consultant
AUBURN, NH
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CRD#: 5401668
Professional summary
Eric W. Duncklee, CFP®, who also goes by Eric W Duncklee, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Auburn, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Eric has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My goal is to be a trusted and hard-working resource for my clients, assisting them with their investment, retirement, and estate planning considerations.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Income Management
Investment Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Eric W Duncklee
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 W. Duncklee'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: 2010
Education
National Institute of Certified Estate Planners
Certified Estate Planner - Estate Planning
2019
Southern New Hampshire University
Master of Business Administration (MBA) - Business
2017
The American College of Financial Planning
Retirement Income Certified Professional - Retirement Income Planning
2013
Merrimack College
Certified Financial Planner - Comprehensive Financial Planning
2010
The University of New Hampshire
Bachelor of Science (BS) - Hotel Administration
1993
The Culinary Institute of America
Associate of Arts - Culinary Arts
1990
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: Two Contra Way, Merrimack, NH 03054RIA
CRD#: 104555
AUBURN, NH
Current
December 7, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Two Contra Way, Merrimack, NH 03054BD
CRD#: 7784
Merrimack, NH
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
March 20, 2008 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MERRIMACK, NH
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
Alabama(1/7/2008)
RR
Alaska(1/7/2008)
RR
Arizona(12/11/2007)
RR
Arkansas(1/7/2008)
RR
California(12/7/2007)
RR
Colorado(12/11/2007)
RR
Connecticut(12/10/2007)
RR
Delaware(1/7/2008)
RR
District of Columbia(1/7/2008)
RR
Florida(12/10/2007)
RR
Georgia(12/10/2007)
RR
Hawaii(1/7/2008)
RR
Idaho(1/7/2008)
RR
Illinois(12/10/2007)
RR
Indiana(1/7/2008)
RR
Iowa(1/7/2008)
RR
Kansas(1/7/2008)
RR
Kentucky(1/7/2008)
RR
Louisiana(1/7/2008)
RR
Maine(1/7/2008)
RR
Maryland(12/11/2007)
RR
Massachusetts(12/10/2007)
RR
Michigan(12/10/2007)
RR
Minnesota(1/7/2008)
RR
Mississippi(1/7/2008)
RR
Missouri(1/7/2008)
RR
Montana(1/7/2008)
RR
Nebraska(1/7/2008)
RR
Nevada(1/7/2008)
RR
New Hampshire(12/10/2007)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(12/10/2007)
RR
New Mexico(1/7/2008)
RR
New York(12/11/2007)
RR
North Carolina(12/10/2007)
RR
North Dakota(10/19/2009)
RR
Ohio(12/11/2007)
RR
Oklahoma(1/7/2008)
RR
Oregon(1/7/2008)
RR
Pennsylvania(12/10/2007)
RR
Puerto Rico(6/26/2014)
RR
Rhode Island(1/7/2008)
RR
South Carolina(1/7/2008)
RR
South Dakota(10/19/2009)
RR
Tennessee(1/2/2009)
RR
Texas(1/22/2008)
IAR
Texas(3/31/2025)
RR
Utah(1/7/2008)
RR
Vermont(1/7/2008)
RR
Virginia(12/10/2007)
RR
Washington(12/7/2007)
RR
West Virginia(1/7/2008)
RR
Wisconsin(1/7/2008)
RR
Wyoming(1/7/2008)
Exams
State Security Law Exam
State Security Law 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
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, Financial ConsultantCRD#: 104555Auburn, NHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
