Elizabeth Anne Harrison
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Elizabeth Anne Harrison? Claim your profile
Contact this firm
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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- American Expression of DanceAug 2017 to now
- Church of Jesus Christ of Latter-day SaintsOct 2020 to Mar 2022
- Wasatch Vision ClinicMay 2020 to Sep 2020
- Stonebridge Home CareJan 2020 to Jul 2020
- R1 RcmDec 2018 to Dec 2019
- Pulp Lifestyle KitchenSep 2018 to Nov 2018
- UnemployedJan 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7563737
- Firm CRD
- 104555