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Elizabeth K. Brown

Strategic Advisers LLC

Matthews, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Matthews, NC • 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 Brokerage Services Llc Durham NC 02/2015 02/2018
Bb&T Securities, Llc Charlotte NC 02/2018 04/2018
Strategic Advisers, Inc. Durham NC 03/2015 02/2018
Tiaa Charlotte NC 05/2018 05/2021
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 05/2018 05/2021
Fidelity Investments Merrimack NH 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 02/2018
    Fidelity Brokerage Services Llc
    Durham, NC
  • 02/2018 → 04/2018
    Bb&T Securities, Llc
    Charlotte, NC
  • 03/2015 → 02/2018
    Strategic Advisers, Inc.
    Durham, NC
  • 05/2018 → 05/2021
    Tiaa
    Charlotte, NC
  • 05/2018 → 05/2021
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-10
S63 Uniform Securities Agent State Law Examination 2008-10-14
  • S65 Uniform Investment Adviser Law Examination
    2014-07-10
  • S63 Uniform Securities Agent State Law Examination
    2008-10-14
Other Names
  • Elizabeth K Williams
  • Elizabeth Kenton Brown
  • Elizabeth Brown

View on SEC IAPD

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