Elizabeth Ann Hodson
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Thrivent FinancialJul 2021 to Feb 2022
- Thrivent Investment Management IncJul 2021 to Feb 2022
- W&s Brokerage ServicesFeb 2021 to Jul 2021
- Western & Southern LifeJan 2021 to Jul 2021
- Rethink WealthJun 2020 to Dec 2020
- Harmony Public SchoolsDec 2019 to Jan 2021
- UnemployedJun 2019 to Dec 2019
- Firefighters Credit UnionDec 2017 to Jun 2019
- FastenalMar 2017 to Dec 2017
- UnemployedJul 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7253274
- Firm CRD
- 104555