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Elizabeth Monaghan

Strategic Advisers LLC

Dunwoody, GA

Dunwoody, GA

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-27
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2026-02-27
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Atlanta, GA • 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
Moerlein Lager House Cincinnati OH 01/2020 03/2022
J. Crew Cincinnati OH 11/2018 02/2020
Stan The Donut Man Westchester OH 04/2015 08/2019
J. Crew Cincinnati OH 10/2017 01/2018
Mecklenburg Gardens Cincinnati OH 08/2019 01/2020
Fidelity Investments Covington KY 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 03/2022
    Moerlein Lager House
    Cincinnati, OH
  • 11/2018 → 02/2020
    J. Crew
    Cincinnati, OH
  • 04/2015 → 08/2019
    Stan The Donut Man
    Westchester, OH
  • 10/2017 → 01/2018
    J. Crew
    Cincinnati, OH
  • 08/2019 → 01/2020
    Mecklenburg Gardens
    Cincinnati, OH
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2022-12-09
Other Names
  • Elizabeth Ashley Monaghan
  • Liz Monaghan
  • Elizabeth Monaghan

View on SEC IAPD

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GALLAGHER FIDUCIARY ADVISORS, LLC
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JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
TIMBERLAND INVESTMENT RESOURCES, LLC
COMPASS WEALTH MANAGEMENT, LLC
LIDO

Other Investors

ISAAC RAY WHITMORE
JOSHUA MENTLE
JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
JAKE DANIEL CUSSON

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

More in Dunwoody, GA

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