Raymond James & Associates
43yrs
Top advisor by experience in West Hartford
30yrs
Eric Gibbs
Financial advisor at Strategic Advisers
Eric Gibbs is a fiduciary financial advisor in West Hartford, Connecticut, with 30 years in the industry. Eric joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and three years at Voya Financial Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 358 advisors with offices in West Hartford, and one of 324 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 3% by experience at Strategic Advisers
Office29 S Main Street Suite A02 Town Center, West Hartford, CT 06107
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2018 – Jul 2018Strategic Advisers LLCPreviously
- 2015 – 2018Voya Financial Advisors, Inc.Previously
- 2009 – 2011Voya Financial Partners, LLCPreviously
- Apr 2008 – Apr 2009Global Portfolio Strategies, Inc.Previously
- Jan 2003 – Sep 2003Osaic Institutions, Inc.Previously
Contact Eric
(617) 563-7000Firm headquarters in Boston, MA. Ask for Eric. 29 S Main Street Suite A02 Town CenterWest Hartford, CT 06107Office · Get directions
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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
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About Eric
How do I contact Eric?
Call Strategic Advisers at (617) 563-7000 and ask for Eric Gibbs. Eric works from the West Hartford, CT office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1997, about 30 years. Top 3% by experience at Strategic Advisers.
What licenses does Eric hold?
Series 63, Series 65. 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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