ERIN RICO is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-02-09 | 2025-03-31 | — |
| M HOLDINGS SECURITIES, INC. | 2022-09-28 | 2023-10-17 | — |
| FISHER ASSET MANAGEMENT, LLC | 2019-07-17 | 2022-06-15 | — |
| CHARLES SCHWAB & CO., INC. | 2015-12-08 | 2019-06-17 | — |