Emily Grace Smith-lafemina
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsJun 2025 to now
- The Residences At Daniel Webster/atlantic Property ManagmentSep 2023 to Feb 2024
- Abs Cleaning CoAug 2023 to Aug 2023
- Ivy Cleaning Services LLCJul 2023 to May 2025
- MaidproJan 2023 to Jul 2023
- Executive CleaningMay 2021 to Jul 2023
- The MaidsOct 2020 to May 2021
- Diversified MaintenanceAug 2020 to May 2021
- Dunkin DonutsJun 2020 to Jul 2020
- Marriott Springhill SuitesDec 2019 to Oct 2020
- CvsDec 2018 to Nov 2019
- Tri-town FoodsDec 2016 to Dec 2018
- Stop and ShopMay 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 8115097
- Firm CRD
- 104555