Eilish F. Clarkson
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
MIDDLETOWN, RI
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CRD#: 4423042
Professional summary
Eilish Fitzgerald Clarkson, CFP®, who also goes by Eilish Kathleen Clarkson, Eilish Kathleen Fitzgerald, Eilish Fitzgerald, Eilish Fitzgerald Jones, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Middletown, Rhode Island and FIDELITY BROKERAGE SERVICES LLC located in Raleigh, North Carolina.
Eilish is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Eilish has worked at 6 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.
Biography
I have a true passion for wealth planning and take pride in helping clients pursue their financial goals. I have helped educate clients on their company compensation plans, have guided asset allocation conversations and driven an understanding for their own personal balance sheet. I believe everyone should have a well thought out financial plan and my process and values are all centered on helping clients pursue their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eilish Kathleen Clarkson | Eilish Kathleen Fitzgerald | Eilish Fitzgerald | Eilish Fitzgerald Jones
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 Eilish Fitzgerald Clarkson'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®
Education
Rhode Island College
Bachelor of Arts (BA) - Psychology
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MIDDLETOWN, RI
Current
January 11, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
RALEIGH, NC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
June 7, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MIDDLETOWN, RI
Past
October 27, 2009 - October 20, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHARLOTTESVILLE, VA
Past
June 17, 2009 - October 20, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHARLOTTESVILLE, VA
Past
April 26, 2005 - December 15, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
CHARLOTTESVILLE, VA
Past
April 26, 2005 - December 15, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
CHARLOTTESVILLE, VA
Past
January 29, 2002 - August 1, 2002
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
RICHMOND , VA
Past
July 19, 2001 - August 1, 2002
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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(1/7/2019)
RR
Alaska(2/16/2021)
RR
Arizona(1/4/2019)
RR
Arkansas(1/9/2019)
RR
California(1/7/2019)
RR
Colorado(1/7/2019)
RR
Connecticut(6/6/2018)
RR
Delaware(2/1/2019)
RR
District of Columbia(1/7/2019)
RR
Florida(1/7/2019)
RR
Georgia(10/23/2019)
RR
Hawaii(3/7/2022)
RR
Idaho(1/10/2019)
RR
Illinois(3/18/2019)
RR
Indiana(1/7/2019)
RR
Iowa(1/7/2019)
RR
Kansas(1/16/2019)
RR
Kentucky(1/9/2019)
RR
Louisiana(1/8/2019)
RR
Maine(1/7/2019)
RR
Maryland(1/7/2019)
RR
Massachusetts(2/8/2012)
RR
Michigan(1/8/2019)
RR
Minnesota(6/12/2018)
RR
Mississippi(6/9/2021)
RR
Missouri(1/7/2019)
RR
Montana(1/7/2019)
RR
Nevada(1/9/2019)
RR
New Hampshire(1/7/2019)
RR
New Jersey(6/6/2018)
RR
New Mexico(1/7/2019)
RR
New York(6/6/2018)
RR
North Carolina(6/6/2018)
RR
Ohio(1/7/2019)
RR
Oklahoma(1/14/2019)
RR
Oregon(1/10/2019)
RR
Pennsylvania(6/6/2018)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(3/11/2022)
RR
Rhode Island(2/8/2012)
IAR
Rhode Island(3/31/2025)
RR
South Carolina(1/8/2019)
RR
Tennessee(1/7/2019)
RR
Texas(1/8/2019)
IAR
Texas(3/31/2025)
RR
Utah(3/7/2022)
RR
Virginia(1/7/2019)
RR
Washington(1/7/2019)
RR
West Virginia(1/18/2019)
RR
Wisconsin(1/8/2019)
RR
Wyoming(3/14/2022)
Exams
State Security Law Exam
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Vice President, Executive Planning ConsultantCRD#: 104555Middletown, RITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
