Elliot A Wiesen

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

• 07/2010 → Present
  Fidelity Brokerage Services Llc
  Morristown, NJ
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Morristown, NJ
  Livingston, NJ
• 2010-08-05 → 2018-07-13
  Strategic Advisers Llc
  Morristown, NJ
  Paramus, NJ
  New York, NY
• 2004-10-07 → 2010-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Other Businesses

OBA-130995|OrgNmn:Chaim Investments|Org Addr:Livingston,New Jersey,US|OBA Nature:Investment Fund|Invst Rel:Y|Title:Director|Duties:Manage family investments|StrtDt:|TotHrs/mon:0.25|TrdHrs/mon:0.25|OBA-130874|OrgNmn:Shoshana Investments|Org Addr:Livingston,New Jersey,US|OBA Nature:Investment Fund|Invst Rel:Y|Title:Director|Duties:Manage family investments|StrtDt:|TotHrs/mon:0.25|TrdHrs/mon:0.25|

Exams

• S66 Uniform Combined State Law Examination
  2004-10-06

Other Names

• Elliot A Wiesen
• Elliot Abram Wiesen