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Elizabeth Rivas

Strategic Advisers LLC

Middleburg, FL

Jacksonville, FL

CRD 6719009

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

Branch Locations

Middleburg, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Jacksonville FL 10/2016 Present
Citigroup Inc Jacksonville FL 08/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 08/2016 → 10/2016
    Citigroup Inc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-04
S63 Uniform Securities Agent State Law Examination 2016-12-03
  • S66 Uniform Combined State Law Examination
    2020-09-04
  • S63 Uniform Securities Agent State Law Examination
    2016-12-03
Other Names
  • Elizabeth Arocho
  • Elizabeth Simons

View on SEC IAPD

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