Michelle Renee Elliott

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

• 03/2015 → 11/2020
  Tiaa
  Beachwood, OH
• 03/2015 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Beachwood, OH
• 11/2020 → Present
  Fidelity Investments
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-03-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
• 2015-05-26 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Beachwood, OH
• 2008-01-25 → 2012-11-06
  Strategic Advisers Llc
  Woodmere Village, OH
  Westlake, OH
• 2006-02-27 → 2007-10-17
  Invest Financial Corporation
  Akron, OH
  Akron, OH
  Medina, OH
• 2005-07-06 → 2005-08-26
  Chase Investment Services Corp.
  Chicago, IL
• 2004-01-28 → 2005-07-06
  Banc One Securities Corporation
  Akron, OH
• 2003-04-17 → 2003-08-20
  Ameriprise Financial Services, Llc
  Akron, OH

Exams

• S66 Uniform Combined State Law Examination
  2008-01-12

Designations

• Certified Financial Planner

Other Names

• Michelle R Peterson