Elizabeth A. Reilly
Professional summary
Elizabeth A Reilly, who also goes by Elizabeth A Chung, Elizabeth Angie Chung, Elizabeth Chung, Elizabeth A Reilly, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Peoria, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Elizabeth has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth A Reilly's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
September 5, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932September 25, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 2, 2022 - September 23, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 7, 2022 - September 16, 2022
FIDELITY BROKERAGE SERVICES LLC
May 24, 2011 - November 22, 2021
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2008 - November 22, 2021
WELLS FARGO CLEARING SERVICES, LLC
October 12, 2000 - January 3, 2008
A. G. EDWARDS & SONS, INC.
March 10, 2000 - June 30, 2000
VOYA INVESTMENTS DISTRIBUTOR, LLC
June 3, 1997 - April 24, 1998
CHARLES SCHWAB & CO., INC.
April 26, 1996 - May 14, 1997
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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
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.
