Elizabeth Thomas
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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
13 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Studigo LLCJun 2025 to Oct 2025
- York School DistrictOct 2024 to Oct 2025
- Elevance HealthApr 2024 to Jul 2024
- Jm of Seabrook, LLCJul 2021 to Oct 2024
- Abc NewsMar 2019 to Oct 2021
- CheddarFeb 2019 to May 2019
- Nbc NewsAug 2018 to Feb 2019
- Fair HealthMay 2018 to Aug 2018
- Fox Business NetworkMay 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (ME, NH, TX).
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
- 8190021
- Firm CRD
- 104555