Emily Caroline Kidd
Investment adviser representative at Schroder Wealth Management (US) Limited
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Schroder Wealth Management (US) LimitedAug 2021 to now
- JP MorganSep 2019 to Jun 2021
- University of ChicagoSep 2017 to Aug 2019
- AccentureNov 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Schroder Wealth Management (US) Limited
$1.4BAssets managed
272Clients
5Advisers
9 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
- 7656630
- Firm CRD
- 289151