Emily Wiesen
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJun 2024 to now
- BozzutoOct 2023 to May 2024
- Temple Israel of Northern WestchesterJul 2023 to May 2024
- Court Jester Athletic ClubSep 2022 to Nov 2022
- Ampacet CorporationMay 2022 to Aug 2022
- Binghamton UniversityAug 2021 to Nov 2021
- Applied Personnel ResearchJun 2020 to Dec 2022
- Club FitMar 2020 to May 2024
- Kiwi Country Day CampJun 2019 to Aug 2021
- Young Judaea Sprout Westchester Day CampJun 2019 to Aug 2019
- Lakeland Central School DistrictNov 2018 to Mar 2020
- UnemployedJun 2014 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7945673
- Firm CRD
- 104555