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Michelle Renee Elliott

Michelle R. Elliott

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
BROOKHAVEN, GA
Some features on this profile are disabled
CRD#: 4610000
Michelle Renee Elliott

Professional summary

Michelle Renee Elliott, CFP®, who also goes by Michelle R Peterson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brookhaven, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Michelle has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

With over 18 years investment experience and the power of Fidelity, it is my pleasure to partner with you and your family to develop a comprehensive, financial roadmap that points the way to and through retirement. And I look forward to the opportunity to serve as your lifelong trusted advisor along the way.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle R Peterson

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 Michelle Renee Elliott'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®
CFP®

Certified Financial Planner

Education

Ashland University

MBA - Finance

2009

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326
RIA
CRD#: 104555
BROOKHAVEN, GA
Current

February 26, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568
BD
CRD#: 7784
Atlanta, GA
Past

March 8, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
ATLANTA, GA
Past

May 26, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
BEACHWOOD, OH
Past

May 26, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
BEACHWOOD, OH
Past

December 21, 2012 - February 13, 2015

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
AKRON, OH
Past

December 21, 2012 - February 13, 2015

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
AKRON, OH
Past

January 25, 2008 - November 6, 2012

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WOODMERE VILLAGE, OH
Past

January 3, 2008 - November 5, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WOODMERE VILLAGE, OH
Past

February 27, 2006 - October 17, 2007

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
MEDINA, OH
Past

February 13, 2006 - October 17, 2007

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
MEDINA, OH
Past

July 6, 2005 - August 26, 2005

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
CHICAGO, IL
Past

July 6, 2005 - August 26, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 28, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
AKRON, OH
Past

January 16, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

April 17, 2003 - August 20, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AKRON, OH
Past

February 18, 2003 - August 20, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 18, 2003 - August 20, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(2/26/2021)
RR
California
(1/9/2024)
RR
Colorado
(3/31/2025)
RR
Florida
(2/26/2021)
RR
Georgia
(2/26/2021)
IAR
Georgia
(3/31/2025)
RR
Kentucky
(3/31/2025)
RR
Louisiana
(1/9/2024)
RR
Massachusetts
(4/30/2021)
RR
Michigan
(8/26/2024)
RR
Minnesota
(8/9/2024)
RR
New Mexico
(5/19/2023)
RR
New York
(3/2/2024)
RR
North Carolina
(2/26/2021)
RR
Ohio
(2/15/2024)
RR
Pennsylvania
(7/19/2024)
RR
South Carolina
(2/26/2021)
RR
Tennessee
(1/6/2023)
RR
Texas
(10/8/2021)
IAR
Texas
(3/31/2025)
RR
Washington
(1/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/12/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/13/2003
General Securities 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

Vice President, Wealth PlannerCRD#: 104555Brookhaven, GA

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Contact information

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xxxxx@xxxx.xxx

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