Emily Ann Villavicencio
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2021 to now
- Park Avenue SecuritiesApr 2020 to Apr 2021
- Guardian Life Insurance CompanyMar 2020 to Apr 2021
- Bank of America, N.A.Sep 2018 to Mar 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Mar 2020
- Korn Ferry FuturestepJan 2018 to Jul 2018
- Lubbock Syphony OrchestraJan 2017 to May 2017
- RetrospectionNov 2013 to Aug 2017
- Texas Tech UniversityAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6993127
- Firm CRD
- 104555