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EH

Elizabeth A. Hewitt

STRATEGIC ADVISERS LLC
ROYAL OAK, MI
Some features on this profile are disabled
CRD#: 3081390
EH

Professional summary

Elizabeth Ann Hewitt, who also goes by Liz Hewitt, Elizabeth Ann Hewitt, Elizabeth Ann Kingsley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Royal Oak, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Elizabeth has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Liz Hewitt | Elizabeth Ann Hewitt | Elizabeth Ann Kingsley

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 Elizabeth Ann Hewitt'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

January 6, 2026 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ROYAL OAK, MI
Current

November 5, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

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

March 22, 2022 - October 16, 2025

ALIGHT FINANCIAL SOLUTIONS, LLC

BD
CRD#: 36509
CHICAGO, IL
Past

June 5, 2019 - October 23, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BRIGHTON, MI
Past

July 24, 1999 - July 27, 1999

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

September 1, 1998 - April 5, 1999

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX

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
(11/13/2025)
RR
Alaska
(11/13/2025)
RR
Arizona
(11/13/2025)
RR
Arkansas
(11/13/2025)
RR
California
(11/13/2025)
RR
Colorado
(11/13/2025)
RR
Connecticut
(11/13/2025)
RR
Delaware
(11/13/2025)
RR
District of Columbia
(11/13/2025)
RR
Florida
(11/13/2025)
RR
Georgia
(11/13/2025)
RR
Hawaii
(11/13/2025)
RR
Idaho
(11/13/2025)
RR
Illinois
(11/13/2025)
RR
Indiana
(11/13/2025)
RR
Iowa
(11/13/2025)
RR
Kansas
(11/13/2025)
RR
Kentucky
(11/13/2025)
RR
Louisiana
(11/13/2025)
RR
Maine
(11/13/2025)
RR
Maryland
(11/13/2025)
RR
Massachusetts
(11/13/2025)
RR
Michigan
(11/5/2025)
IAR
Michigan
(1/6/2026)
RR
Minnesota
(11/13/2025)
RR
Mississippi
(11/13/2025)
RR
Missouri
(11/13/2025)
RR
Montana
(11/13/2025)
RR
Nebraska
(11/13/2025)
RR
Nevada
(11/13/2025)
RR
New Hampshire
(11/13/2025)
RR
New Jersey
(11/13/2025)
RR
New Mexico
(11/13/2025)
RR
New York
(11/13/2025)
RR
North Carolina
(11/13/2025)
RR
North Dakota
(11/13/2025)
RR
Ohio
(11/13/2025)
RR
Oklahoma
(11/13/2025)
RR
Oregon
(11/13/2025)
RR
Pennsylvania
(11/13/2025)
RR
Puerto Rico
(11/13/2025)
RR
Rhode Island
(11/13/2025)
RR
South Carolina
(11/13/2025)
RR
South Dakota
(11/13/2025)
RR
Tennessee
(11/13/2025)
RR
Texas
(11/13/2025)
IAR
Texas
(1/6/2026)
RR
Utah
(11/13/2025)
RR
Vermont
(11/13/2025)
RR
Virgin Islands
(11/13/2025)
RR
Virginia
(11/13/2025)
RR
Washington
(11/13/2025)
RR
West Virginia
(11/13/2025)
RR
Wisconsin
(11/13/2025)
RR
Wyoming
(11/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/30/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/5/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/22/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/31/1998
Investment Company Products/Variable Contracts Representative Examination
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)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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
Report

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#: 104555Royal Oak, MI

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