Emma M. Ostrom
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
3 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2023 to now
- UnemployedAug 2022 to Dec 2023
- Ameriprise FinancialJun 2022 to Aug 2022
- UnemployedAug 2021 to Jun 2022
- Bonefish GrillMay 2021 to Aug 2021
- UnemployedAug 2020 to May 2021
- System OneMay 2020 to Aug 2020
- AmazonMay 2020 to May 2020
- UnemployedJan 2012 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, 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
- 7595918
- Firm CRD
- 104555