Elyssa Joy Q. Verzosa
STRATEGIC ADVISERS LLC | Financial Consultant
SAN JOSE, CA
Some features on this profile are disabled
CRD#: 6310793
Professional summary
Elyssa Joy Quilla Verzosa, who also goes by Elyssa Joy Verzosa, Elyssa Joy Quilla Verzosa, Elyssa Quilla Verzosa, Elyssa Verzosa, Elyssa Joy Q Verzosa, Elyssajoy Quilla Verzosa, Joy Q Verzosa, Joy Quilla Verzosa, Joy Verzosa, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Jose, California and FIDELITY BROKERAGE SERVICES LLC located in Los Gatos, California.
Elyssa Joy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Elyssa Joy has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Having worked in the financial industry for over 10 years, I utilize my experience to help guide clients in making better financial decisions. I assist clients in developing financially healthier habits and identify sustainable avenues to grow their wealth. Through trustworthy consultancy and partnership, I help individuals harness their financial acuity, empowering them to live an impactful life well beyond their wealth accumulation years.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elyssa Joy Verzosa | Elyssa Joy Quilla Verzosa | Elyssa Quilla Verzosa | Elyssa Verzosa | Elyssa Joy Q Verzosa | Elyssajoy Quilla Verzosa | Joy Q Verzosa | Joy Quilla Verzosa | Joy Verzosa
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 Elyssa Joy Quilla Verzosa'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
Purdue University
Bachelor of Science (BS) - Business Administration, Finance
2022
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 434 N Santa Cruz Ave, Los Gatos, CA 95030-5321RIA
CRD#: 104555
SAN JOSE, CA
Current
September 11, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 434 N Santa Cruz Ave, Los Gatos, CA 95030-5321BD
CRD#: 7784
Los Gatos, CA
Past
November 20, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LOS GATOS, CA
Past
April 7, 2014 - November 6, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
MOUNTAIN VIEW, CA
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(6/15/2023)
RR
Alaska(1/8/2020)
RR
Arizona(1/9/2020)
RR
Arkansas(3/1/2021)
RR
California(9/26/2018)
IAR
California(3/31/2025)
RR
Colorado(2/21/2020)
RR
Connecticut(1/13/2021)
RR
Delaware(1/20/2021)
RR
District of Columbia(1/20/2021)
RR
Florida(1/6/2020)
RR
Georgia(11/10/2020)
RR
Hawaii(1/8/2021)
RR
Idaho(1/7/2020)
RR
Illinois(3/9/2020)
RR
Indiana(3/1/2021)
RR
Iowa(6/15/2023)
RR
Kansas(4/13/2023)
RR
Kentucky(1/8/2020)
RR
Louisiana(2/11/2021)
RR
Maine(3/15/2022)
RR
Maryland(1/6/2020)
RR
Massachusetts(1/13/2021)
RR
Michigan(1/7/2020)
RR
Minnesota(5/19/2021)
RR
Mississippi(6/15/2023)
RR
Missouri(2/11/2021)
RR
Montana(10/6/2021)
RR
Nebraska(3/11/2021)
RR
Nevada(2/5/2020)
RR
New Hampshire(1/7/2020)
RR
New Jersey(1/13/2021)
RR
New Mexico(1/6/2020)
RR
New York(1/27/2020)
RR
North Carolina(1/6/2020)
RR
North Dakota(6/15/2023)
RR
Ohio(1/6/2020)
RR
Oklahoma(1/4/2023)
RR
Oregon(1/8/2020)
RR
Pennsylvania(1/6/2020)
RR
Rhode Island(1/8/2020)
RR
South Carolina(1/25/2022)
RR
South Dakota(6/15/2023)
RR
Tennessee(1/9/2020)
RR
Texas(1/7/2020)
IAR
Texas(3/31/2025)
RR
Utah(1/14/2020)
RR
Vermont(1/8/2020)
RR
Virginia(1/6/2020)
RR
Washington(2/12/2020)
RR
West Virginia(1/25/2022)
RR
Wisconsin(6/9/2021)
RR
Wyoming(1/4/2023)
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
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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
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
Financial ConsultantCRD#: 104555San Jose, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
