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LH

Liane I. Hansen

STRATEGIC ADVISERS LLC
PALM HARBOR, FL
Some features on this profile are disabled
CRD#: 1112962
LH

Professional summary


Liane Ingrid Hansen, who also goes by Liane I Hansen, Liane Ingrid Hansen, Liane Hansen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Palm Harbor, Florida and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Liane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Liane has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Liane I Hansen | Liane Ingrid Hansen | Liane Hansen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Liane Ingrid Hansen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PALM HARBOR, FL
Current

January 26, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917
BD
CRD#: 7784
Smithfield, RI
Past

February 2, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TAMPA, FL
Past

February 17, 2021 - November 18, 2021

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
PALM HARBOR, FL
Past

February 17, 2021 - November 18, 2021

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
HUDSON, FL
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

May 19, 2010 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
CLEARWATER, FL
Past

April 13, 2010 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
CLEARWATER, FL
Past

November 13, 2009 - March 31, 2010

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
LONDON, KY
Past

November 13, 2009 - March 31, 2010

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
LONDON, KY
Past

December 1, 2008 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
LONDON, KY
Past

December 1, 2008 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
LONDON, KY
Past

November 13, 1998 - October 28, 2008

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
TAMPA, FL
Past

June 19, 1995 - October 28, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TAMPA, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/26/2022)
RR
Alaska
(1/26/2022)
RR
Arizona
(1/26/2022)
RR
Arkansas
(1/26/2022)
RR
California
(1/26/2022)
RR
Colorado
(1/26/2022)
RR
Connecticut
(1/26/2022)
RR
Delaware
(1/26/2022)
RR
District of Columbia
(1/26/2022)
RR
Florida
(1/26/2022)
IAR
Florida
(3/31/2025)
RR
Georgia
(1/26/2022)
RR
Hawaii
(1/26/2022)
RR
Idaho
(1/26/2022)
RR
Illinois
(1/26/2022)
RR
Indiana
(1/26/2022)
RR
Iowa
(1/26/2022)
RR
Kansas
(1/26/2022)
RR
Kentucky
(1/26/2022)
RR
Louisiana
(1/26/2022)
RR
Maine
(1/26/2022)
RR
Maryland
(1/26/2022)
RR
Massachusetts
(1/26/2022)
RR
Michigan
(1/26/2022)
RR
Minnesota
(1/26/2022)
RR
Mississippi
(1/26/2022)
RR
Missouri
(1/26/2022)
RR
Montana
(1/26/2022)
RR
Nebraska
(1/26/2022)
RR
Nevada
(1/26/2022)
RR
New Hampshire
(1/26/2022)
RR
New Jersey
(1/26/2022)
RR
New Mexico
(1/26/2022)
RR
New York
(1/26/2022)
RR
North Carolina
(1/26/2022)
RR
North Dakota
(1/26/2022)
RR
Ohio
(1/26/2022)
RR
Oklahoma
(1/26/2022)
RR
Oregon
(1/26/2022)
RR
Pennsylvania
(1/26/2022)
RR
Puerto Rico
(1/26/2022)
RR
Rhode Island
(1/26/2022)
RR
South Carolina
(1/26/2022)
RR
South Dakota
(1/26/2022)
RR
Tennessee
(1/26/2022)
RR
Texas
(1/26/2022)
IAR
Texas
(3/31/2025)
RR
Utah
(1/26/2022)
RR
Vermont
(1/26/2022)
RR
Virginia
(1/26/2022)
RR
Washington
(1/26/2022)
RR
West Virginia
(1/26/2022)
RR
Wisconsin
(1/26/2022)
RR
Wyoming
(1/26/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/11/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm


SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information


Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

Regulatory assets under management


Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC ADVISERS LLC

CRD#: 104555Palm Harbor, FL

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Contact information


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