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Elizabeth Ann Berg

Strategic Advisers LLC

Naples, FL

Bonita Springs, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Bonita Springs, FL • 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
Aim To Follow Naples FL 01/2011 Present
Chris's Hallmark Naples FL 08/2017 05/2018
Scotlynn Usa Division Fort Myers FL 05/2018 08/2018
Florida Gulf Coast University Fort Myers FL 10/2018 03/2020
Moran Wealth Management Naples FL 06/2020 09/2020
Fidelity Investments Naples FL 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → Present
    Aim To Follow
    Naples, FL
  • 08/2017 → 05/2018
    Chris's Hallmark
    Naples, FL
  • 05/2018 → 08/2018
    Scotlynn Usa Division
    Fort Myers, FL
  • 10/2018 → 03/2020
    Florida Gulf Coast University
    Fort Myers, FL
  • 06/2020 → 09/2020
    Moran Wealth Management
    Naples, FL
  • 07/2021 → Present
    Fidelity Investments
    Naples, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naples, FL
    Naples, FL
Other Businesses

OBA-60889|OrgNmn:Aim to Follow|Org Addr:Naples,Florida,US|OBA Nature:Classical piano accompanist an|Invst Rel:N|Title:Sole Proprietor|Duties:teaching piano and learning new music|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-02
  • S63 Uniform Securities Agent State Law Examination
    2021-12-02
Designations
Other Names
  • Elizabeth Berg

View on SEC IAPD

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