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Liane Hansen

Strategic Advisers LLC

Palm Harbor, FL

CRD 1112962

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Palm Harbor, FL • 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
Bb&T Investments Palm Harbor FL 04/2010 02/2021
Bb&T Securities, Llc Clearwater FL 01/2018 02/2021
Truist Investment Services, Inc. Palm Harbor FL 02/2021 11/2021
Truist Advisory Services, Inc. Palm Harbor FL 02/2021 11/2021
Fidelity Investments Tampa FL 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2010 → 02/2021
    Bb&T Investments
    Palm Harbor, FL
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Clearwater, FL
  • 02/2021 → 11/2021
    Truist Investment Services, Inc.
    Palm Harbor, FL
  • 02/2021 → 11/2021
    Truist Advisory Services, Inc.
    Palm Harbor, FL
  • 11/2021 → Present
    Fidelity Investments
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tampa, FL
    Palm Harbor, FL
  • 2021-02-17 → 2021-11-18
    Truist Advisory Services, Inc.
    Atlanta, GA
    Palm Harbor, FL
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Spring Hill, FL
    Hudson, FL
    Seminole, FL
    Palm Harbor, FL
    Spring Hill, FL
    Charlotte, NC
    Clearwater, FL
    Clearwater, FL
    New Port Richey, FL
    Beverly Hills, FL
    Crystal River, FL
    Tampa, FL
    Richmond, VA
    Port Richey, FL
    Holiday, FL
  • 2010-05-19 → 2018-01-02
    Bb&T Investment Services, Inc.
    New Port Richey, FL
    Palm Harbor, FL
    Spring Hill, FL
    Spring Hill, FL
    Palm Harbor, FL
    Dunedin, FL
    Oldsmar, FL
    Palm Harbor, FL
    Palm Harbor, FL
    Charlotte, NC
    Palm Harbor, FL
    Palm Harbor, FL
    Palm Harbor, FL
    Clearwater, FL
    Holiday, FL
    Oldsmar, FL
    Oldsmar, FL
    Hudson, FL
    Seminole, FL
    Spring Hill, FL
    Clearwater, FL
    New Port Richey, FL
    Clearwater, FL
  • 2009-11-13 → 2010-03-31
    Pnc Wealth Management Llc
    Manchester, KY
    London, KY
    London, KY
  • 2008-12-01 → 2009-11-13
    Natcity Investments, Inc.
    London, KY
    Manchester, KY
    London, KY
  • 1998-11-13 → 2008-10-28
    Strategic Advisers Llc
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-11
S63 Uniform Securities Agent State Law Examination 1995-06-23
  • S66 Uniform Combined State Law Examination
    2002-04-11
  • S63 Uniform Securities Agent State Law Examination
    1995-06-23
Other Names
  • Liane I Hansen
  • Liane Hansen
  • Liane Ingrid Hansen

View on SEC IAPD

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