Elizabeth K. Brown
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
MATTHEWS, NC
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CRD#: 5594524
Professional summary
Elizabeth K. Brown, who also goes by Elizabeth Kenton Brown, Elizabeth Brown, Elizabeth K Williams, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Matthews, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Elizabeth has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a benefits and planning consultant, I partner with my clients and talk through all their goals and interests to ensure we are putting together a plan that meets their goals. As things change in their life, or with their goals, I ensure we always have a solid plan that can adjust with these changes.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Kenton Brown | Elizabeth Brown | Elizabeth K Williams
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 K. Brown'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
North Carolina State University
Bachelor of Science (BS) - Textile Technology
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MATTHEWS, NC
Current
July 6, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
July 24, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
May 10, 2018 - May 19, 2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
Charlotte, NC
Past
May 10, 2018 - May 19, 2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
Charlotte, NC
Past
February 27, 2018 - April 27, 2018
BB&T SECURITIES, LLC
RIA
CRD#: 142785
CHARLOTTE, NC
Past
February 27, 2018 - April 27, 2018
BB&T SECURITIES, LLC
BD
CRD#: 142785
CHARLOTTE, NC
Past
April 9, 2015 - March 4, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DURHAM, NC
Past
February 24, 2015 - February 27, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
DURHAM, NC
Past
October 6, 2008 - February 11, 2015
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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(7/19/2021)
RR
Alaska(7/19/2021)
RR
Arizona(7/19/2021)
RR
Arkansas(7/19/2021)
RR
California(7/19/2021)
RR
Colorado(7/19/2021)
RR
Connecticut(7/19/2021)
RR
Delaware(7/19/2021)
RR
District of Columbia(7/19/2021)
RR
Florida(7/19/2021)
RR
Georgia(7/19/2021)
RR
Hawaii(7/19/2021)
RR
Idaho(7/19/2021)
RR
Illinois(7/19/2021)
RR
Indiana(7/19/2021)
RR
Iowa(7/19/2021)
RR
Kansas(7/19/2021)
RR
Kentucky(7/19/2021)
RR
Louisiana(7/19/2021)
RR
Maine(7/19/2021)
RR
Maryland(7/19/2021)
RR
Massachusetts(7/19/2021)
RR
Michigan(7/19/2021)
RR
Minnesota(7/19/2021)
RR
Mississippi(7/19/2021)
RR
Missouri(7/19/2021)
RR
Montana(7/19/2021)
RR
Nebraska(7/19/2021)
RR
Nevada(7/19/2021)
RR
New Hampshire(7/6/2021)
RR
New Jersey(7/19/2021)
RR
New Mexico(7/19/2021)
RR
New York(7/19/2021)
RR
North Carolina(7/6/2021)
IAR
North Carolina(3/31/2025)
RR
North Dakota(7/19/2021)
RR
Ohio(7/20/2021)
RR
Oklahoma(7/19/2021)
RR
Oregon(7/19/2021)
RR
Pennsylvania(7/19/2021)
RR
Puerto Rico(7/19/2021)
RR
Rhode Island(7/19/2021)
RR
South Carolina(7/19/2021)
RR
South Dakota(7/19/2021)
RR
Tennessee(7/19/2021)
RR
Texas(7/6/2021)
IAR
Texas(3/31/2025)
RR
Utah(7/19/2021)
RR
Vermont(7/19/2021)
RR
Virgin Islands(7/19/2021)
RR
Virginia(7/19/2021)
RR
Washington(7/19/2021)
RR
West Virginia(7/19/2021)
RR
Wisconsin(7/19/2021)
RR
Wyoming(7/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Matthews, NCTRUST BUT VERIFY
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Contact information
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