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Elizabeth Good

Strategic Advisers LLC

Winchester, CA

CRD 4921645

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-28
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-08-28
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Winchester, CA • 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
Fidelity Investments Glendale AZ 02/2024 Present
The Vanguard Group, Inc. Scottsdale AZ 09/2016 02/2023
Unemployed Laveen AZ 04/2014 09/2016
Unemployed Glendale AZ 02/2023 07/2023
Unemployed Glendale AZ 12/2023 02/2024
Fidelity Investments Glendale AZ 07/2023 11/2023
Fidelity Investments Boston MA 03/2025 Present
  • 02/2024 → Present
    Fidelity Investments
    Glendale, AZ
  • 09/2016 → 02/2023
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 04/2014 → 09/2016
    Unemployed
    Laveen, AZ
  • 02/2023 → 07/2023
    Unemployed
    Glendale, AZ
  • 12/2023 → 02/2024
    Unemployed
    Glendale, AZ
  • 07/2023 → 11/2023
    Fidelity Investments
    Glendale, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glendale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-04
S63 Uniform Securities Agent State Law Examination 2016-10-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-04
  • S63 Uniform Securities Agent State Law Examination
    2016-10-20
Other Names
  • Elizabeth Good
  • Liz Good
  • Elizabeth Mathouphone Srioudom
  • Elizabeth Mathouphon Srioudom
  • Elizabeth M Srioudom
  • Elizabeth M Good

View on SEC IAPD

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