Eric Zaruba, financial advisor Lone Tree CO
88 score

Eric Zaruba

CRD Number: 5593673
Current Firm: Strategic Advisers, Inc.

Eric Zaruba (CRD# 5593673) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Lone Tree, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Denver, CO Feb 2014 - Current 2
J.p. Morgan Retirement Plan Services LLC Englewood, CO Apr 2012 - Feb 2014 1
J.p. Morgan Institutional Investments Inc. Englewood, CO Apr 2012 - Feb 2014 1
Charles Schwab Englewood, CO Oct 2009 - Mar 2012 2
Edward Jones St Louis, MO Jun 2009 - Sep 2009 < 1
Colorado State University Fort Collins, CO Aug 2008 - Jun 2009 < 1
Merrill Lynch Fort Collins, CO Aug 2008 - Dec 2008 < 1
Colorado State University Fort Collins, CO Aug 2007 - Jul 2008 < 1
Wards Landscape Longmont, CO Jun 2007 - Jun 2007 < 1
Colorado State University Fort Collins, CO Aug 2006 - Jun 2007 < 1
Erie Pre-cast Concrete Products Inc. Erie, CO Jun 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Eric S. Zaruba
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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