Eddie R. Tolbert
STRATEGIC ADVISERS LLC | Financial Consultant
MAPLE PARK, IL
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CRD#: 5567276
Professional summary
Eddie R. Tolbert, who also goes by Eddie Roshun Tolbert, Eddie Tolbert, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Maple Park, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Oak Brook, Illinois.
Eddie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Eddie has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6, Series 10 and Series 9 exams.
Biography
My team and I work with clients to create and implement financial plans that are tailored to their specific needs and goals. We start by understanding client's goals and objectives for their personal and financial life, build out plans based on this information, help them with implementing solutions, and periodically review to ensure that their desired outcomes can be achieved. It is my belief that by helping clients today, we can impact their families for generations to come!
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eddie Roshun Tolbert | Eddie Tolbert
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-67624|OrgNmn:Destiny Seekers Christian Church|Org Addr:Oswego,Illinois,US|OBA Nature:Church|Invst Rel:N|Title:Employee|Duties:Weekly teachings/sermons, leadership development|StrtDt:04-06-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-96397|OrgNmn:Tolbert Enterprises LLC|Org Addr:St Charles,Illinois,US|OBA Nature:Buying and flipping property|Invst Rel:Y|Title:Officer|Duties:Purchase property to develop, pay for it to be updated, and sell|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Eddie R. Tolbert'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
Bethel University
Bachelor of Science (BS) - Management & Organizational Development
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1415 W 22nd St Oak Brook Reg Twr Stes 100 & 90, Oak Brook, IL 60523-8416RIA
CRD#: 104555
MAPLE PARK, IL
Current
April 29, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Oak Brook Reg Twr 1415 W 22nd St Stes 100 & 900, Oak Brook, IL 60523BD
CRD#: 7784
Oak Brook, IL
Past
June 2, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAK BROOK, IL
Past
November 16, 2018 - April 14, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LOMBARD, IL
Past
October 17, 2016 - November 1, 2018
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
CHICAGO, IL
Past
November 13, 2014 - May 4, 2015
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
GURNEE, IL
Past
January 25, 2013 - September 11, 2014
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
MURFREESBORO, TN
Past
February 2, 2011 - March 31, 2012
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
MEMPHIS, TN
Past
March 23, 2009 - January 11, 2011
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
MEMPHIS, TN
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(7/8/2022)
RR
Arizona(6/9/2022)
RR
Arkansas(6/6/2023)
RR
California(9/9/2022)
RR
Connecticut(7/8/2022)
RR
Florida(6/9/2022)
RR
Georgia(4/29/2022)
RR
Illinois(4/29/2022)
IAR
Illinois(3/31/2025)
RR
Indiana(6/9/2022)
RR
Iowa(6/9/2022)
RR
Kentucky(5/19/2023)
RR
Massachusetts(10/7/2024)
RR
Michigan(6/9/2022)
RR
Missouri(4/30/2025)
RR
New Jersey(9/25/2023)
RR
New York(6/21/2022)
RR
North Carolina(9/9/2022)
RR
Oklahoma(8/10/2024)
RR
Oregon(3/2/2024)
RR
Tennessee(4/29/2022)
RR
Texas(6/9/2022)
IAR
Texas(3/31/2025)
RR
Virginia(9/29/2023)
RR
Wisconsin(6/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2019
General Securities Representative ExaminationGeneral 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
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
Financial ConsultantCRD#: 104555Maple Park, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
