Elizabeth Leadon
STRATEGIC ADVISERS | Regional Director, Wealth Management
SAHUARITA, AZ
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CRD#: 5188075
Professional summary
Elizabeth Leadon, who also goes by Elizabeth D Leadon, Elizabeth Dawn Leadon, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sahuarita, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Tucson, Arizona.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Elizabeth has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
As a Private Wealth Management Regional Director, I act as a talent agent for Planning Consultants by inspiring them to achieve their highest levels of success. I lead with integrity and encourage self-reflection and development.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth D Leadon | Elizabeth Dawn Leadon
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 Elizabeth Leadon'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
University of Washington
Bachelor of Arts (BA) - Theatre
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106RIA
CRD#: 104555
SAHUARITA, AZ
Current
August 12, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3001 E. Skyline Drive Suite 255, Tucson, AZ 85718BD
CRD#: 7784
Tucson, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAHUARITA, AZ
Past
October 9, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TUCSON, AZ
Past
October 1, 2012 - July 17, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
TUCSON, AZ
Past
October 1, 2012 - July 17, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
TUCSON, AZ
Past
February 7, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
TUCSON, AZ
Past
August 8, 2006 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
TUCSON, AZ
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(1/9/2017)
RR
Alaska(9/23/2013)
RR
Arizona(8/12/2013)
IAR
Arizona(3/31/2025)
RR
Arkansas(9/23/2013)
RR
California(8/12/2013)
RR
Colorado(8/12/2013)
RR
Connecticut(1/9/2017)
RR
Delaware(1/9/2017)
RR
District of Columbia(1/9/2017)
RR
Florida(9/23/2013)
RR
Georgia(1/9/2017)
RR
Hawaii(1/9/2017)
RR
Idaho(8/12/2013)
RR
Illinois(8/12/2013)
RR
Indiana(8/12/2013)
RR
Iowa(8/12/2013)
RR
Kansas(9/23/2013)
RR
Kentucky(1/9/2017)
RR
Louisiana(1/9/2017)
RR
Maine(1/9/2017)
RR
Maryland(9/23/2013)
RR
Massachusetts(9/23/2013)
RR
Michigan(8/12/2013)
RR
Minnesota(9/23/2013)
RR
Mississippi(1/9/2017)
RR
Missouri(9/23/2013)
RR
Montana(8/12/2013)
RR
Nebraska(1/9/2017)
RR
Nevada(9/23/2013)
RR
New Hampshire(9/23/2013)
RR
New Jersey(9/23/2013)
RR
New Mexico(8/12/2013)
RR
New York(9/23/2013)
RR
North Carolina(9/24/2013)
RR
North Dakota(8/12/2013)
RR
Ohio(8/12/2013)
RR
Oklahoma(1/9/2017)
RR
Oregon(8/12/2013)
RR
Pennsylvania(9/23/2013)
RR
Puerto Rico(1/4/2025)
RR
Rhode Island(9/23/2013)
RR
South Carolina(9/23/2013)
RR
South Dakota(8/12/2013)
RR
Tennessee(9/23/2013)
RR
Texas(8/12/2013)
IAR
Texas(3/31/2025)
RR
Utah(8/12/2013)
RR
Vermont(9/23/2013)
RR
Virgin Islands(1/4/2025)
RR
Virginia(9/23/2013)
RR
Washington(8/12/2013)
RR
West Virginia(1/9/2017)
RR
Wisconsin(9/23/2013)
RR
Wyoming(9/23/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)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
Regional Director, Wealth ManagementCRD#: 104555Sahuarita, AZTRUST BUT VERIFY
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Contact information
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