Emmett Lichtenberg
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsDec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Dec 2025
- UnemployedMay 2023 to Nov 2024
- Broniec AssociatesOct 2021 to May 2023
- UnemployedJun 2021 to Oct 2021
- IsoftpullMar 2019 to Jun 2021
- AdpFeb 2018 to Mar 2019
- IsoftpullJan 2016 to Feb 2018
- California State University San MarcosAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6383446
- Firm CRD
- 104555