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Liza Confino

Strategic Advisers LLC

Great Neck, NY

New York, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Great Neck, NY • United States

320 Park Avenue, New York, NY 10022-6815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Roslyn NY 07/2016 01/2017
Fidelity Brokerage Services Llc Roslyn NY 01/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 01/2017
    Mass Mutual
    Roslyn, NY
  • 01/2017 → Present
    Fidelity Brokerage Services Llc
    Roslyn, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roslyn, NY
Other Businesses

OBA-7531|OrgNmn:Lizas Recs|Org Addr:Great Neck,New York,US|OBA Nature:Selling Clothing and Accessori|Invst Rel:N|Title:no title|Duties:sell clothing and accessories|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-17
  • S66 Uniform Combined State Law Examination
    2021-09-17
Other Names
  • Liza Mehring
  • Liza Beth Dara Confino

View on SEC IAPD

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