Liza B. Confino
STRATEGIC ADVISERS LLC | Planning Consultant
GREAT NECK, NY
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CRD#: 4140451
Professional summary
Liza Beth Dara Confino, who also goes by Liza Beth Dara Confino, Liza Mehring, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Great Neck, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Liza is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Liza has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
Biography
I partner with my clients to create financial plans for retirement, wealth accumulation and income strategies.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Liza Beth Dara Confino | Liza Mehring
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.
OBA-7531|OrgNmn:in ur bagg|Org Addr:Great Neck,New York,US|OBA Nature:selling purses|Invst Rel:N|Title:Owner|Duties:sell bags|StrtDt:09-01-25|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Liza Beth Dara Confino'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
Old Dominion University
Bachelor of Science (BS) - Interdisciplinary Studies
1991
Fashion Institute of Technology
Associate Applied Science - Fashion Buying and Merchandising
1987
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 320 Park Avenue 34th Floor, New York, NY 10022RIA
CRD#: 104555
GREAT NECK, NY
Current
January 30, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 320 Park Avenue, New York, NY 10022BD
CRD#: 7784
NEW YORK, NY
Past
September 28, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROSLYN, NY
Past
July 2, 2001 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
July 2, 2001 - January 20, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
EAST HILLS, NY
Past
April 17, 2000 - July 27, 2001
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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(7/19/2024)
RR
Alaska(8/20/2024)
RR
Arizona(2/19/2021)
RR
Arkansas(8/20/2024)
RR
California(2/16/2021)
RR
Colorado(2/16/2021)
RR
Connecticut(2/15/2021)
RR
Delaware(8/20/2024)
RR
District of Columbia(5/3/2024)
RR
Florida(1/31/2017)
RR
Georgia(2/15/2021)
RR
Hawaii(8/20/2024)
RR
Idaho(8/20/2024)
RR
Illinois(3/8/2021)
RR
Indiana(2/17/2021)
RR
Iowa(8/20/2024)
RR
Kansas(8/20/2024)
RR
Kentucky(5/3/2024)
RR
Louisiana(8/20/2024)
RR
Maine(8/20/2024)
RR
Maryland(2/16/2021)
RR
Massachusetts(2/16/2021)
RR
Michigan(2/16/2021)
RR
Minnesota(2/17/2021)
RR
Mississippi(8/20/2024)
RR
Missouri(2/18/2021)
RR
Montana(8/20/2024)
RR
Nebraska(8/20/2024)
RR
Nevada(8/20/2024)
RR
New Hampshire(8/20/2024)
RR
New Jersey(2/16/2017)
RR
New Mexico(8/20/2024)
RR
New York(1/31/2017)
IAR
New York(3/31/2025)
RR
North Carolina(2/15/2021)
RR
North Dakota(8/20/2024)
RR
Ohio(10/11/2018)
RR
Oklahoma(8/20/2024)
RR
Oregon(8/20/2024)
RR
Pennsylvania(2/16/2021)
RR
Puerto Rico(8/20/2024)
RR
Rhode Island(7/19/2024)
RR
South Carolina(5/3/2024)
RR
South Dakota(8/20/2024)
RR
Tennessee(8/20/2024)
RR
Texas(2/22/2021)
IAR
Texas(3/31/2025)
RR
Utah(8/20/2024)
RR
Vermont(8/20/2024)
RR
Virgin Islands(8/20/2024)
RR
Virginia(2/18/2021)
RR
Washington(2/12/2021)
RR
West Virginia(8/20/2024)
RR
Wisconsin(2/16/2021)
RR
Wyoming(8/20/2024)
Exams
State Security Law 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
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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
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.
