Emily Nau
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- Lifetime FitnessMay 2022 to Feb 2024
- Casa CalienteMay 2022 to Aug 2022
- University of Colorado BoulderAug 2021 to May 2025
- UnemployedAug 2021 to May 2022
- Mpm RecreationMay 2021 to Aug 2024
- StarbucksFeb 2020 to Aug 2021
- Bahama BucksMay 2018 to Aug 2019
- Mountain Vista High SchoolAug 2017 to May 2021
- Highlands Ranch SmilesMay 2017 to Aug 2017
- UnemployedAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8151605
- Firm CRD
- 104555