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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

ERIC GIBBS

Advisor at STRATEGIC ADVISERS LLC

WEST HARTFORD, CT | WEST SUFFIELD, CT

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Search this name across graphsid dfx:ria:043f359b-5fc8-ce26-d56f-0c9a1c94ac18

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 29, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 20, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 20, 1997
First registration: Jan 29, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 2767474

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	WEST HARTFORD, CT\|WEST SUFFIELD, CT	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|WEST HARTFORD, CT\|WEST SUFFIELD, CT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 8, 2018	Jul 13, 2018	no	WEST HARTFORD, CT	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 10, 2015	Feb 9, 2018	no	WINDSOR, CT\|BRAINTREE, MA	Previous registration
VOYA FINANCIAL PARTNERS, LLC	Former SEC adviser	Apr 17, 2009	Jul 12, 2011	no	WINDSOR, CT	Previous registration
GLOBAL PORTFOLIO STRATEGIES, INC.	Former SEC adviser	Apr 30, 2008	Apr 9, 2009	no	HARTFORD, CT	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Jan 29, 2003	Sep 9, 2003	no	SOMERS, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
VOYA FINANCIAL ADVISORS, INC.	STRATEGIC ADVISERS LLC	Feb 9, 2018	Mar 8, 2018	27	Firm change	Other
VOYA FINANCIAL PARTNERS, LLC	VOYA FINANCIAL ADVISORS, INC.	Jul 12, 2011	Feb 10, 2015	1,309	Firm change after gap	Other
GLOBAL PORTFOLIO STRATEGIES, INC.	VOYA FINANCIAL PARTNERS, LLC	Apr 9, 2009	Apr 17, 2009	8	Firm change	Other
OSAIC INSTITUTIONS, INC.	GLOBAL PORTFOLIO STRATEGIES, INC.	Sep 9, 2003	Apr 30, 2008	1,695	Firm change after gap	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 8, 2018 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 10, 2015 to Feb 9, 2018factForm ADV
→ VOYA FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Apr 17, 2009 to Jul 12, 2011factForm ADV
→ GLOBAL PORTFOLIO STRATEGIES, INC.Registered adviserregistration: previous registration
Apr 30, 2008 to Apr 9, 2009factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Jan 29, 2003 to Sep 9, 2003factForm ADV

Dated events

No dated event names this entity yet.