Lisa S. Hirschfeld
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant I
NORTH ANDOVER, MA
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CRD#: 5714495
Professional summary
Lisa Sara Hirschfeld, who also goes by Lisa Sara Hirschfeld, Lisa Sara Sall, Lisa Sall, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in North Andover, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Framingham, Massachusetts.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Lisa has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I am a resource and advocate for Fidelity's high net worth families as they navigate through any service and planning related needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Sara Hirschfeld | Lisa Sara Sall | Lisa Sall
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 Lisa Sara Hirschfeld'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
Bentley University
Master of Business Administration (MBA) - Management
2019
Bryant University
Bachelor of Business Administration - Marketing
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 405 Cochituate Road, Framingham, MA 01701RIA
CRD#: 104555
NORTH ANDOVER, MA
Current
June 20, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 405 Cochituate Road, Framingham, MA 01701BD
CRD#: 7784
Framingham, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
August 26, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FRAMINGHAM, MA
Past
February 10, 2012 - December 31, 2012
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
BOSTON, MA
Past
February 18, 2011 - October 8, 2013
MANULIFE INVESTMENT MANAGEMENT (US) LLC
RIA
CRD#: 106435
BOSTON, MA
Past
February 16, 2011 - June 7, 2013
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
BD
CRD#: 28262
BOSTON, MA
Past
July 29, 2010 - February 16, 2011
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WELLESLEY, MA
Past
February 5, 2010 - February 16, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WELLESLEY, MA
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(2/6/2017)
RR
Alaska(1/2/2015)
RR
Arizona(1/3/2014)
RR
Arkansas(2/6/2017)
RR
California(1/3/2014)
RR
Colorado(1/3/2014)
RR
Connecticut(6/20/2013)
RR
Delaware(1/3/2014)
RR
Florida(1/3/2014)
RR
Georgia(1/3/2014)
RR
Hawaii(2/6/2017)
RR
Idaho(2/6/2017)
RR
Illinois(1/3/2014)
RR
Indiana(1/3/2014)
RR
Iowa(1/2/2015)
RR
Kansas(1/2/2015)
RR
Kentucky(1/2/2015)
RR
Louisiana(2/6/2017)
RR
Maine(1/3/2014)
RR
Maryland(1/3/2014)
RR
Massachusetts(6/20/2013)
IAR
Massachusetts(3/31/2025)
RR
Michigan(1/3/2014)
RR
Minnesota(1/3/2014)
RR
Mississippi(2/6/2017)
RR
Missouri(1/3/2014)
RR
Montana(2/6/2017)
RR
Nebraska(1/2/2015)
RR
Nevada(1/3/2014)
RR
New Hampshire(6/20/2013)
RR
New Jersey(1/3/2014)
RR
New Mexico(1/3/2014)
RR
New York(1/3/2014)
RR
North Carolina(1/6/2014)
RR
North Dakota(2/6/2017)
RR
Ohio(1/6/2014)
RR
Oklahoma(2/6/2017)
RR
Oregon(1/3/2014)
RR
Pennsylvania(1/3/2014)
RR
Rhode Island(6/20/2013)
IAR
Rhode Island(3/31/2025)
RR
South Carolina(1/3/2014)
RR
South Dakota(2/6/2017)
RR
Tennessee(1/3/2014)
RR
Texas(1/3/2014)
IAR
Texas(3/31/2025)
RR
Utah(1/5/2016)
RR
Vermont(1/3/2014)
RR
Virginia(1/3/2014)
RR
Washington(1/3/2014)
RR
West Virginia(2/6/2017)
RR
Wisconsin(1/5/2016)
RR
Wyoming(1/2/2015)
Exams
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
Wealth Management Planning Consultant ICRD#: 104555North Andover, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
