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Lilliam S. Araque

Lilliam S. Araque

STRATEGIC ADVISERS | Vice President, Wealth Planner
GREENWICH, CT
Some features on this profile are disabled
CRD#: 5803827
Lilliam S. Araque

Professional summary

Lilliam S. Araque, CFP®, who also goes by Lilliam S Araque, Lilliam Stella Araque, Lilliam Araque, Lilly Araque, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Greenwich, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Greenwich, Connecticut.

Lilliam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Lilliam has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I am an advisor with over a decade of experience. My focus is partnering with clients, following a disciplined financial plan and wealth management process. My goal includes guide clients towards financial efficiency and success throughout all phases of life. I dive deep to assist in the growth, the protection, and the transfer of their wealth. Together, we develop strategies to assist with maintenance, growth of wealth, manage risk, tax efficient investment and more.

Question & Answer

What are your service offerings?
Estate Planning
Retirement Income Management
Budgeting
Insurance Planning
Education Planning
Inheritance
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Lilliam S Araque | Lilliam Stella Araque | Lilliam Araque | Lilly Araque

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 Lilliam S. Araque'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

Start date: 2021

Education

Florida Atlantic University

Certified Financial Planner (C.F.P.) - Finance

2016

SUNY at New Paltz

Bachelor of Business Studies (BBS) - Finance & International Business

2009

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #3: 48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399
RIA
CRD#: 104555
GREENWICH, CT
Current

August 26, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830
BD
CRD#: 7784
Greenwich, CT
Past

September 7, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GREENWICH, CT
Past

December 21, 2020 - July 14, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BRONX, NY
Past

December 21, 2020 - July 14, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BRONX, NY
Past

April 28, 2020 - December 7, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TUKWILA, WA
Past

April 23, 2020 - December 4, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TUKWILA, WA
Past

November 3, 2016 - March 25, 2020

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
BOCA RATON, FL
Past

August 20, 2014 - March 25, 2020

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
BOYNTON BEACH, FL
Past

October 1, 2012 - July 21, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DEERFIELD BEACH, FL
Past

July 15, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
JACKSON HEIGHTS, 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
Alaska
(8/1/2025)
RR
Arizona
(5/19/2023)
RR
California
(8/26/2021)
RR
Colorado
(1/7/2026)
RR
Connecticut
(8/26/2021)
IAR
Connecticut
(3/31/2025)
RR
Florida
(8/26/2021)
RR
Hawaii
(1/4/2025)
RR
Kansas
(4/7/2025)
RR
Kentucky
(5/7/2024)
RR
Louisiana
(10/8/2021)
RR
Massachusetts
(10/8/2021)
RR
Montana
(11/20/2025)
RR
New Hampshire
(3/28/2025)
RR
New Jersey
(8/26/2021)
RR
New York
(8/26/2021)
IAR
New York
(3/31/2025)
RR
North Carolina
(2/13/2024)
RR
Texas
(8/14/2025)
IAR
Texas
(10/7/2025)
RR
Washington
(8/26/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/1/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/29/2010
Uniform Securities Agent 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: 2/12/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/14/2010
Investment Company Products/Variable Contracts 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 104555Greenwich, CT

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Contact information

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xxxxx@xxxx.xxx

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