EN
Elizabeth J. Norris
STRATEGIC ADVISERS LLC
BLUFFTON, SC
Some features on this profile are disabled
CRD#: 6823090
EN
Professional summary
Elizabeth Jones Norris, CFP®, who also goes by Elizabeth Norris, Elizabeth Jones Norris, Libby Norris, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bluffton, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Hilton Head Island, South Carolina.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Elizabeth has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Norris | Elizabeth Jones Norris | Libby Norris
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.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: LIMITED AGENT FOR MOTHER INVESTMENT-RELATED: ADDRESS: CHARLESTON, SC START DATE: 9/2020 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Jones Norris'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: 2021
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409RIA
CRD#: 104555
BLUFFTON, SC
Current
May 22, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409BD
CRD#: 7784
HILTON HEAD ISLAND, SC
Past
May 25, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HILTON HEAD ISLAND, SC
Past
October 1, 2019 - May 3, 2023
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
CHARLOTTE, NC
Past
August 4, 2017 - May 3, 2023
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
Connecticut(6/28/2024)
RR
Florida(5/22/2023)
RR
Georgia(5/22/2023)
RR
Idaho(12/10/2024)
RR
Maine(8/26/2024)
RR
Massachusetts(5/22/2023)
RR
Michigan(4/24/2025)
RR
New Mexico(1/24/2025)
RR
New York(3/2/2024)
RR
North Carolina(5/22/2023)
RR
Ohio(5/22/2023)
RR
Pennsylvania(4/8/2025)
RR
South Carolina(5/22/2023)
IAR
South Carolina(3/31/2025)
RR
South Dakota(8/26/2024)
RR
Tennessee(7/16/2025)
RR
Texas(5/22/2023)
IAR
Texas(3/31/2025)
RR
Utah(5/22/2023)
RR
Vermont(8/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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)
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.
