Lisa A. Seher
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
EASTON, PA
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CRD#: 6684487
Professional summary
Lisa A. Seher, CFP®, who also goes by Lisa A Seher, Lisa Ann Seher, Lisa A Swavely, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Easton, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Center Valley, Pennsylvania.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Lisa has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
As an Executive Services Benefits & Planning Consultant, my goal is to build a foundation of trust with each of my clients by delivering exceptional service, education and guidance. Benefits optimization is a key factor, as well as partnering with clients to create a unique financial plan that is tailored to individual goals.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Long-term Care
Retirement Planning
Insurance Planning
Estate Planning
Education Planning
Investment Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Lisa A Seher | Lisa Ann Seher | Lisa A Swavely
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 A. Seher'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®
CFP®
Start date: 2006
Education
Muhlenberg College
Bachelor of Business Administration - Business
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033RIA
CRD#: 104555
EASTON, PA
Current
March 3, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2945 Center Valley Parkway Suite 311, Center Valley, PA 18034BD
CRD#: 7784
Center Valley, PA
Past
March 14, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
February 17, 2021 - October 5, 2021
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
ATLANTA, GA
Past
February 17, 2021 - October 5, 2021
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ALLENTOWN, PA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
November 14, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
ALLENTOWN, PA
Past
November 10, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
ALLENTOWN, PA
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(3/3/2022)
RR
Alaska(3/3/2022)
RR
Arizona(3/3/2022)
RR
Arkansas(3/3/2022)
RR
California(3/3/2022)
RR
Colorado(3/3/2022)
RR
Connecticut(3/3/2022)
RR
Delaware(3/3/2022)
RR
District of Columbia(3/3/2022)
RR
Florida(3/3/2022)
RR
Georgia(3/3/2022)
RR
Hawaii(3/3/2022)
RR
Idaho(3/3/2022)
RR
Illinois(3/3/2022)
RR
Indiana(3/3/2022)
RR
Iowa(3/3/2022)
RR
Kansas(3/3/2022)
RR
Kentucky(3/3/2022)
RR
Louisiana(3/3/2022)
RR
Maine(3/3/2022)
RR
Maryland(3/3/2022)
RR
Massachusetts(3/3/2022)
RR
Michigan(3/3/2022)
RR
Minnesota(3/3/2022)
RR
Mississippi(3/3/2022)
RR
Missouri(3/3/2022)
RR
Montana(3/3/2022)
RR
Nebraska(3/3/2022)
RR
Nevada(3/3/2022)
RR
New Hampshire(3/3/2022)
RR
New Jersey(3/3/2022)
RR
New Mexico(3/3/2022)
RR
New York(3/3/2022)
RR
North Carolina(3/3/2022)
RR
North Dakota(3/3/2022)
RR
Ohio(3/4/2022)
RR
Oklahoma(3/3/2022)
RR
Oregon(3/3/2022)
RR
Pennsylvania(3/3/2022)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(3/3/2022)
RR
Rhode Island(3/3/2022)
RR
South Carolina(3/3/2022)
RR
South Dakota(3/3/2022)
RR
Tennessee(3/3/2022)
RR
Texas(3/3/2022)
IAR
Texas(3/31/2025)
RR
Utah(3/3/2022)
RR
Vermont(3/3/2022)
RR
Virginia(3/3/2022)
RR
Washington(3/3/2022)
RR
West Virginia(3/3/2022)
RR
Wisconsin(3/3/2022)
RR
Wyoming(3/3/2022)
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
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Easton, PATRUST BUT VERIFY
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Contact information
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