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Elizabeth Anne Johnson

Strategic Advisers LLC

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About Elizabeth Anne Johnson

Elizabeth Anne Johnson is a registered investment advisor representative with Strategic Advisers LLC. Elizabeth Anne Johnson is registered in Massachusetts and has been in the industry since June 2010. She has a Series 65 license. Elizabeth Anne Johnson specializes in portfolio management for individuals, investment companies and pooled investment vehicles. Elizabeth Anne Johnson also specializes in providing model portfolios and selecting other advisors. Strategic Advisers LLC is a registered investment advisor firm that is headquartered in Boston, Massachusetts and manages over 824 billion dollars in assets under management. The firm primarily serves individuals, investment companies, high-net-worth individuals and corporations. Strategic Advisers LLC provides a wide range of investment advisory services, including portfolio management, financial planning, and selection of other advisors. The firm is dedicated to providing its clients with high-quality investment advice and services.

Firm Information

Elizabeth Johnson is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Elizabeth Johnson’s Registration & Firm History

MA

11/23/2010 - Present

Strategic Advisers LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 11/18/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Anne Johnson.
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