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Advisors / New Hampshire / Hooksett
21yrs

Eric C Nelson

Financial advisor at Strategic Advisers

Hooksett, NHTop 13% by experience at Strategic AdvisersFiduciary advisor
Call the officeDirections

At a glance

Experience21 years (since 2006)
How that compares ?Top 13% by experience at Strategic Advisers
OfficeHooksett, NH
How the firm is paid ?Percent of assets, Flat fee, Other
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.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
    Strategic Advisers LLCCurrent firm
  2. 2018 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2009 – 2018
    Strategic Advisers LLCPreviously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 C Nelson. Eric works from the Hooksett, NH office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2006, about 21 years. Top 13% by experience at Strategic Advisers.

What licenses does Eric hold?

Series 63, 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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