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Erich Williams

Strategic Advisers LLC
11 Years of Experience
New Rochelle, NY
1 DisclosureBroker
View SEC Summary
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Erich Williams is a registered investment advisor at Strategic Advisers LLC, based in New Rochelle, NY, with 11 years of industry experience. Erich is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

New Rochelle, NY

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History

Regulatory History (1)
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Financial
July 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
July 2023 - Present · 3 yrs 3 mos
Fidelity Brokerage Services LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2023 - March 2025 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2021 - March 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2021 - March 2023 · 1 yr 6 mos
Morgan Stanley
August 2017 - January 2021 · 3 yrs 5 mos
Morgan StanleyBroker
August 2017 - January 2021 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - July 2017 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - July 2017 · 2 yrs 4 mos
J.P. Morgan Securities LLC
June 2014 - December 2014 · 6 mos
J.P. Morgan Securities LLCBroker
June 2014 - December 2014 · 6 mos
Morgan Stanley
May 2013 - January 2014 · 8 mos
Morgan StanleyBroker
March 2013 - January 2014 · 10 mos
State Registrations16 states
CACOCTDCDEFLGAMAMINCNJNYPASCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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