Elizabeth Katherine Frederick

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntersville, NC
• 09/2017 → 02/2018
  Lake Norman Realty
  Denver, NC
• 04/2016 → 02/2022
  L'BRi Pure And Natural
  Denver, NC
• 08/2020 → 12/2020
  Wells Fargo Clearing Services, Llc
  Davidson, NC
• 01/2021 → 02/2022
  Keller Williams Lake Norman Realty
  Cornelius, NC
• 01/2022 → Present
  Fidelity Investments
  Denver, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Denver, NC
• 2020-08-13 → 2020-12-01
  Wells Fargo Clearing Services, Llc
  Davidson, NC
• 2019-12-23 → 2020-08-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntersville, NC
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-12-20
• S63 Uniform Securities Agent State Law Examination
  1998-09-28

Other Names

• Elizabeth Katherine Flynn
• Elizabeth Katherine Frederick
• Elizabeth Frederick