Elias Spence
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elias Spence is an investment adviser representative with Strategic Advisers LLC in Tucson, AZ, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pepperdine UniversityAug 2021 – May 2022Malibu, CA
- Fidelity InvestmentsOct 2025 – no end date reportedTucson, AZ
- UbereatsAug 2023 – Mar 2024Malibu, CA
- Aviator NationMay 2024 – Oct 2025Malibu, CA
- Restaurant Business Services, Inc, Anthony BartonNov 2023 – Jan 2024Malibu, CA
- BOB Morris' Paradise COVE AND Beach CAFEJun 2024 – Sep 2024Malibu, CA
- Dunkin' DonutsJun 2021 – Aug 2021Shippensburg, PA
- Pepperdine UniversityAug 2022 – Jul 2023Malibu, CA
- DoordashAug 2024 – Jul 2025Calabasas, CA
- UnemployedJan 2015 – Jun 2021Shippensburg, PA
- Lauren FlorisJul 2023 – Jul 2023Malibu, CA
- Pepperdine UniversityAug 2023 – May 2024Malibu, CA
- Calamigos Guest RanchJun 2022 – Aug 2022Malibu, CA
- Fidelity Brokerage Services LLCMar 2026 – no end date reportedTucson, AZ
- Strategic Advisers LLCFeb 2026 – no end date reportedTucson, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elias Spence has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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