Elizabeth Ann Ares

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

• 03/2018 → 10/2021
  Bbva Usa
  Richmond, TX
• 02/2014 → 01/2017
  Compass Bank
  Missouri City, TX
• 01/2017 → 03/2018
  Bbva Compass
  Houston, TX
• 10/2021 → 06/2022
  Pnc Bank
  Ricmond, TX
• 06/2022 → 10/2023
  Unemployed
  Richmond, TX
• 10/2023 → Present
  Fidelity Investments
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-08-11
• S63 Uniform Securities Agent State Law Examination
  2024-03-28

Other Names

• Liz Leary
• Liz Leary
• Elizabeth A Leary
• Elizabeth A. Leary
• Elizabeth A. Ares
• Liz Ares