Elizabeth Ann Hodson

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

• 02/2021 → 07/2021
  W&S Brokerage Services
  Cincinnati, OH
• 01/2021 → 07/2021
  Western & Southern Life
  Houston, TX
• 06/2020 → 12/2020
  Rethink Wealth
  Houston, TX
• 12/2019 → 01/2021
  Harmony Public Schools
  Houston, TX
• 06/2019 → 12/2019
  Unemployed
  Houston, TX
• 12/2017 → 06/2019
  Firefighters Credit Union
  Onalaska, WI
• 03/2017 → 12/2017
  Fastenal
  Winona, MN
• 07/2016 → 02/2017
  Unemployed
  Rochester, MN
• 07/2021 → 02/2022
  Thrivent Investment Management Inc
  Houston, TX
• 07/2021 → 11/2021
  Thrivent Financial
  Minneapolis, MN
• 11/2021 → 02/2022
  Thrivent Financial
  Appleton, WI
• 03/2022 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2021-09-09 → 2022-02-17
  Thrivent Investment Management Inc.
  Houston, TX
  Minneapolis, MN
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-09-08

Other Names

• Elizabeth Ann Crasto
• Ellie Ann Crasto
• Ellie Ann Hodson
• Elizabeth Ann Hodson
• Elizabeth Hodson