Adviser and broker representative · Strategic Advisers LLC
Erika Lamere
CRD 7277620 · South Boston, MA
At a glance
Erika Lamere is an investment adviser representative with Strategic Advisers LLC in South Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Erika’s SEC record dates to 2020, about 5 years ago. Erika is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Strategic Advisers LLCSince March 2025South Boston, MA · $1.37T in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Erika’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Strategic Advisers LLC
- Gabriel Bassill ChuckranSouth Boston
- John R. BuddSouth Boston
- Douglas J. ColtonSouth Boston
- Thomas A. GonzalezSouth Boston
- Patrick T. HughesSouth Boston
- James S. MastrianniSouth Boston
- William PhilpottSouth Boston · Certified Financial Planner
- Richard B. VenturaSouth Boston · Certified Financial Planner
Every advisor at Strategic Advisers LLC →Strategic Advisers LLC: assets, clients and custodians →Financial advisors in South Boston, MA →Every Strategic Advisers LLC advisor in South Boston →Advisor Moves: who changed firms this week →