Erik Hermann, financial advisor Chicago IL
90 score

Erik Hermann

CRD Number: 5950109
Current Firm: Strategic Advisers, Inc.

Erik Hermann (CRD# 5950109) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Covington, KY Jun 2011 - Current 5
Lamb, Little & Company Schaumburg, IL Dec 2008 - Jun 2011 2
Miami University Oxford, OH Aug 2007 - May 2011 3
The Popcorn Factory Lake Forest, IL May 2010 - Aug 2010 < 1
Dolibois European Center Luxembourg City, May 2009 - Aug 2009 < 1
Fish Window Cleaning Villa Park, IL May 2007 - Aug 2007 < 1
Glenbard West High School Glen Ellyn, IL Aug 2003 - May 2007 3
Old Navy Wheaton, IL May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Erik E. Hermann
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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