Emma Rose Waller
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 LLCMar 2025 to now
- Fidelity InvestmentsApr 2024 to now
- Next Door Bar & LoungeOct 2021 to Oct 2022
- Ameriprise Financial Services, LLCDec 2020 to Apr 2024
- The Historic Rock TavernOct 2019 to Oct 2020
- U.S. BankJul 2019 to Dec 2020
- State FarmMay 2019 to Aug 2019
- Greystone Golf ClubMay 2018 to Oct 2021
- Dairy QueenNov 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7321907
- Firm CRD
- 104555