Best Investors Account Sign in

Elizabeth Kerr

Strategic Advisers LLC

Brighton, CO

Greenwood Village, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Brighton, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 08/2021 Present
Unemployed Brighton CO 04/2020 07/2021
Artesian Bottleless Water Denver CO 11/2019 03/2020
Unemployed Brighton CO 02/2019 10/2019
Na Hoku Denver CO 10/2016 02/2019
Agfinity Brighton CO 04/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 04/2020 → 07/2021
    Unemployed
    Brighton, CO
  • 11/2019 → 03/2020
    Artesian Bottleless Water
    Denver, CO
  • 02/2019 → 10/2019
    Unemployed
    Brighton, CO
  • 10/2016 → 02/2019
    Na Hoku
    Denver, CO
  • 04/2016 → 10/2016
    Agfinity
    Brighton, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-62524|OrgNmn:Liz Kerr Designs|Org Addr:Brighton,Colorado,US|OBA Nature:Jewelry Design and Production|Invst Rel:N|Title:owner|Duties:none|StrtDt:01-02-89|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-18
S63 Uniform Securities Agent State Law Examination 2022-04-04
  • S66 Uniform Combined State Law Examination
    2024-01-18
  • S63 Uniform Securities Agent State Law Examination
    2022-04-04
Other Names
  • Elizabeth Jean Kerr

View on SEC IAPD

More in Brighton, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor