Strategic Advisers
39yrs
Top advisor by experience in Merrimack
New
Elizabeth Thomas
Financial advisor at Strategic Advisers
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
OfficeTwo Contra Way, Merrimack, NH 03054
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Mar 2026 – nowStrategic Advisers LLCCurrent firm
Questions to ask Elizabeth
Tailored to Elizabeth’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Elizabeth
How do I contact Elizabeth?
Call Strategic Advisers at 617-563-7000 and ask for Elizabeth Thomas. Elizabeth works from the Merrimack, NH office.
How long has Elizabeth been a financial advisor?
Elizabeth is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Elizabeth hold?
Series 66. Tap any license on this page to see what it allows.
Is Elizabeth a fiduciary?
Elizabeth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Elizabeth paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Elizabeth for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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