Lizbeth Menjivar

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

• 05/2019 → Present
  Fidelity Investments
  Orland Park, IL
• 04/2019 → 05/2019
  Better Together Chicago
  Chicago, IL
• 09/2017 → 08/2018
  Hult International Business School
  San Francisco, CA
• 08/2015 → 08/2017
  Healthy Smiles For Kids Of Orange County
  Santa Ana, CA
• 08/2018 → 04/2019
  Unemployed
  Chicago, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-11-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Orland Park, IL

Other Businesses

OBA-129032|OrgNmn:ElkaMY AI, LLC|Org Addr:Palos Hill,Illinois,US|OBA Nature:Passive ownership in a limited|Invst Rel:N|Title:Partner|Duties:Limited administration oversight and occasional strategic input. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-95812|OrgNmn:Financial Planning Association (FPA) of Illinois|Org Addr:Orland Par,Illinois,US|OBA Nature:The Financial Planning Associa|Invst Rel:N|Title:President |Duties:Collaborating with board & next generation members for career development opportunities and member engagement.|StrtDt:08-12-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-09-14
• S63 Uniform Securities Agent State Law Examination
  2019-12-30

Other Names

• Lizbeth Guadalupe Menjivar
• Lizbeth G Menjivar
• Lizbeth G. Menjivar