Elizabeth Jeanne Kirk
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Gait LacrosseOct 2025 to Oct 2025
- Thayer AcademyJul 2025 to Jul 2025
- UnemployedMay 2025 to Oct 2025
- Whale Rock Capital Management LLCJun 2024 to Jul 2024
- Thayer AcademyJul 2021 to Jul 2023
- Boston CollegeJun 2021 to Jun 2025
- Marylou's CoffeeJun 2021 to Aug 2023
- Thayer AcademyJun 2017 to Jun 2021
- Hingham Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8182493
- Firm CRD
- 104555