Best Investors Account Sign in

Elizabeth Hoffman

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

Claim This Profile
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

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, 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
Crunch Fitness Jacksonville FL 06/2022 09/2023
Alpha Omega Personal Fitness Jacksonville FL 10/2021 06/2022
Unemployment Jacksonville FL 01/2021 10/2021
The Day Spa Fayetteville NC 05/2020 01/2021
Fidelity Investments Jacksonville FL 09/2023 Present
National Academy Of Sport's Medicine Fayetteville NC 05/2019 05/2020
Dakota County Technical College Apple Valley MN 08/2017 05/2019
University Of Minnesota Apple Valley MN 07/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 09/2023
    Crunch Fitness
    Jacksonville, FL
  • 10/2021 → 06/2022
    Alpha Omega Personal Fitness
    Jacksonville, FL
  • 01/2021 → 10/2021
    Unemployment
    Jacksonville, FL
  • 05/2020 → 01/2021
    The Day Spa
    Fayetteville, NC
  • 09/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2019 → 05/2020
    National Academy Of Sport's Medicine
    Fayetteville, NC
  • 08/2017 → 05/2019
    Dakota County Technical College
    Apple Valley, MN
  • 07/2016 → 05/2017
    University Of Minnesota
    Apple Valley, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-21
  • S66 Uniform Combined State Law Examination
    2024-06-21
Other Names
  • Elizabeth Cecilia Schroeder
  • Elizabeth Hoffman
  • Elizabeth Cecilia Hoffman

View on SEC IAPD

Other Firms

LPL ENTERPRISE, LLC
MADDEN ADVISORY SERVICES, INC.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor