Elizabeth Rahn

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

• 01/2011 → Present
  Fidelity Investments
  Bethesda, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bethesda, MD
• 2018-07-13 → 2018-09-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-06-23 → 2018-07-13
  Strategic Advisers Llc
  Bethesda, MD

Other Businesses

OBA-4997|OrgNmn:Rodan and Fields|Org Addr:Bethesda,Maryland,US|OBA Nature:Skin Care|Invst Rel:N|Title:Co-Consultant with husband Patrik|Duties:Host Parties at Home for Friends during non business hours, assist with general building of business|StrtDt:11-17-14|TotHrs/mon:12|TrdHrs/mon:0|OBA-3668|OrgNmn:Shugoll Research|Org Addr:Bethesda,Maryland,US|OBA Nature:Marketing Reseach|Invst Rel:N|Title:Research Subject|Duties:answer questions re. subjects at hand - ie. where you go food/clothes shopping, vacation, etc.|StrtDt:05-17-13|TotHrs/mon:0.15|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-13
• S66 Uniform Combined State Law Examination
  2011-06-01

Designations

• Certified Financial Planner

Other Names

• Elizabeth Rahn
• Victoria Elizabeth-Lacey Rahn
• Elizabeth Elizabeth-Lacey Rahn
• Elizabeth L Rahn
• Elizabeth Lacey Rahn