Monique Ellis

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

• 01/2019 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 06/2014 → 12/2018
  Bank Of America, N.A.
  Atlanta, GA
• 09/2019 → 01/2020
  Unemployed
  Mableton, GA
• 02/2020 → 01/2021
  Smart Money Accountability Coaching, Llc
  Mableton, GA
• 02/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-03-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mableton, GA
• 2018-04-24 → 2019-10-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marietta, GA
  Atlanta, GA
  Marietta, GA
  Hiram, GA

Other Businesses

OBA-130056|OrgNmn:In Earth Consulting LLC|Org Addr:Irving,Texas,US|OBA Nature:HR Consulting Firm|Invst Rel:N|Title:Independent Contractor|Duties:Facilitate leadership trainings and create complimentary training documents.|StrtDt:09-01-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-04-20

Other Names

• Monique Ellis
• Monique Lashae Ellis