Elizabeth Brown

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

• 01/2019 → 02/2021
  John Hancock
  Boston, MA
• 08/2016 → 12/2018
  Tjx Companies
  Framingham, MA
• 01/2019 → 02/2021
  John Hancock Distributors Llc
  Boston, MA
• 02/2021 → 07/2025
  Raymond James & Associates, Inc
  Boston, MA
• 07/2025 → Present
  Fidelity Investments
  Marina Del Rey, CA

Previous Registrations

• 2021-08-31 → 2025-07-10
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-30
• S63 Uniform Securities Agent State Law Examination
  2019-01-23

Other Names

• Elizabeth G Brown