Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
10yrs
Eric Chen has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Bellevue, Washington. Eric has been with Strategic Advisers since 2025; before that, Eric spent five years at Fidelity Personal and Workplace Advisors and four years at TD Ameritrade. Eric’s designations include CFP® and ChFC.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 60% of advisors at Strategic Advisers
Office10500 NE 8th Street Bellevue Place Suite 100, Bellevue, WA 98004
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 ?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.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2020TD Ameritrade, Inc.Previously
- 2016 – 2020TD Ameritrade Investment Management, LLCPreviously
Contact Eric
Local office(206) 728-2400Ask for Eric. (617) 563-7000Main office · Boston, MA 10500 NE 8th Street Bellevue Place Suite 100Bellevue, WA 98004Office · Get directions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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 Eric’s local office at (206) 728-2400 or the Strategic Advisers main office at (617) 563-7000, and ask for Eric Chen.
How long has Eric been a financial advisor?
Eric has been in the industry since 2016, about 10 years. More experience than 60% of advisors at Strategic Advisers.
What licenses does Eric hold?
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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