Strategic Advisers
30yrs
Top 3% by experience at Strategic Advisers
33yrs
Eric D Gillen
Financial advisor at Strategic Advisers
At a glance
Experience33 years (since 1993)
How that compares ?Top advisor by experience in Riverton
OfficeRiverton, UT
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2010 – 2018Strategic Advisers LLCPreviously
- 2002 – 2006Wells Fargo Investments, LLCPreviously
- Mar 2001 – Sep 2002Strategic Advisers LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Strategic Advisers at 617-563-7000 and ask for Eric D Gillen. Eric works from the Riverton, UT office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1993, about 33 years. Top advisor by experience in Riverton.
What licenses does Eric hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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