Emma Jeanette Woods
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- LululemonApr 2022 to Jan 2023
- TargetNov 2020 to Oct 2022
- Dillard'sJul 2020 to Nov 2020
- NordstromJun 2020 to Jul 2020
- NordstromMar 2019 to May 2020
- AthomeNov 2018 to Mar 2019
- CinepolisJan 2018 to Nov 2018
- L.D. Bell High SchoolAug 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7698068
- Firm CRD
- 104555