Lisa L. Purcell
STRATEGIC ADVISERS LLC | Financial Consultant
HIGHLANDS RANCH, CO
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CRD#: 2475482
Professional summary
Lisa L. Purcell, who also goes by Lisa Ann Lisman, Lisa Ann Purcell, Lisa Lisman Purcell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Highlands Ranch, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Lakewood, Colorado.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Lisa has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Fidelity makes available to you a suite of resources. As your Financial Consultant, I will partner with you in harnessing the power of Fidelity. You can leverage my 24 years of working with high net worth clients in retirement, income, and wealth planning, to help you create and execute a plan that makes sense for you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Ann Lisman | Lisa Ann Purcell | Lisa Lisman Purcell
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lisa L. Purcell's 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®
NoneEducation
University of Colorado
Master of Science (MS) - Finance
1997
University of California
Bachelor of Arts (BA) - Psychology
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 343 S Teller St, Lakewood, CO 80226RIA
CRD#: 104555
HIGHLANDS RANCH, CO
Current
July 17, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 343 S Teller St, Lakewood, CO 80226BD
CRD#: 7784
Lakewood, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LAKEWOOD, CO
Past
August 5, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
March 30, 2005 - March 1, 2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
DENVER, CO
Past
July 8, 2003 - March 29, 2005
TIAA-CREF TRUST COMPANY, FSB
RIA
CRD#: 108579
ST. LOUIS, MO
Past
March 25, 2002 - March 1, 2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
DENVER, CO
Past
January 5, 2001 - March 8, 2002
TEACHERS PERSONAL INVESTORS SERVICES, INC.
BD
CRD#: 36130
NEW YORK, NY
Past
June 19, 1995 - August 30, 2001
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
NEW YORK, NY
Past
May 23, 1994 - August 19, 1994
SPELMAN & CO., INC.
BD
CRD#: 10232
PHOENIX, AZ
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(7/19/2013)
RR
Alaska(7/19/2013)
RR
Arizona(8/1/2013)
RR
Arkansas(7/18/2013)
RR
California(7/17/2013)
RR
Colorado(7/18/2013)
IAR
Colorado(3/31/2025)
RR
Connecticut(7/18/2013)
RR
Delaware(7/25/2013)
RR
District of Columbia(7/23/2013)
RR
Florida(7/18/2013)
RR
Georgia(7/18/2013)
RR
Hawaii(7/24/2013)
RR
Idaho(7/17/2013)
RR
Illinois(7/17/2013)
RR
Indiana(7/23/2013)
RR
Iowa(7/23/2013)
RR
Kansas(7/23/2013)
RR
Kentucky(7/18/2013)
RR
Louisiana(7/22/2013)
RR
Maine(7/18/2013)
RR
Maryland(7/19/2013)
RR
Massachusetts(7/22/2013)
RR
Michigan(7/18/2013)
RR
Minnesota(7/22/2013)
RR
Mississippi(7/18/2013)
RR
Missouri(7/18/2013)
RR
Montana(7/18/2013)
RR
Nebraska(7/23/2013)
RR
Nevada(7/24/2013)
RR
New Hampshire(7/18/2013)
RR
New Jersey(7/23/2013)
RR
New Mexico(7/22/2013)
RR
New York(7/18/2013)
RR
North Carolina(7/19/2013)
RR
North Dakota(7/18/2013)
RR
Ohio(7/18/2013)
RR
Oklahoma(7/25/2013)
RR
Oregon(7/18/2013)
RR
Pennsylvania(7/18/2013)
RR
Puerto Rico(7/22/2013)
RR
Rhode Island(7/17/2013)
RR
South Carolina(7/18/2013)
RR
South Dakota(7/18/2013)
RR
Tennessee(7/22/2013)
RR
Texas(8/29/2013)
IAR
Texas(3/31/2025)
RR
Utah(7/17/2013)
RR
Vermont(7/19/2013)
RR
Virgin Islands(7/29/2013)
RR
Virginia(7/19/2013)
RR
Washington(7/18/2013)
RR
West Virginia(8/12/2013)
RR
Wisconsin(7/19/2013)
RR
Wyoming(7/18/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Highlands Ranch, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
