Elizabeth Wade

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 → Present
  Fidelity Investments
  Glen Allen, VA
• 02/2016 → 04/2017
  The Hard Shell Bellgrade
  Midlothian, VA
• 04/2017 → Present
  Tazza Kitchen
  Midlothian, VA
• 08/2017 → 07/2018
  John Tyler Community College
  Midlothian, VA
• 01/2019 → 12/2020
  Virginia Commonwealth University
  Richmond, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Glen Allen, VA

Exams

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

Designations

• Certified Financial Planner

Other Names

• Elizabeth Leigh Wade