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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-14
ME RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-07-14
  • ME RA
    APPROVED
    Since 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Yarmouth, ME • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 02/2016 02/2019
Valmark Advisers, Inc. Akron OH 03/2016 02/2019
Fidelity Brokerage Services Llc Portland ME 02/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 02/2019
    Valmark Securities, Inc.
    Akron, OH
  • 03/2016 → 02/2019
    Akron, OH
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Portland, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-61314|OrgNmn:Make-A-Wish Maine|Org Addr:Scarboroug,Maine,US|OBA Nature:Granting wishes to Maine child|Invst Rel:N|Title:Board Member, Finance Committee M|Duties:Attend board meetings, fundraise, participate in events for the Organization|StrtDt:07-26-21|TotHrs/mon:4|TrdHrs/mon:2|OBA-12372|OrgNmn:Delivering Holistic Wellness, LLC|Org Addr:Yarmouth,Maine,US|OBA Nature:Health Coaching|Invst Rel:N|Title:Sole Proprietor|Duties:Health coaching for women - specifically, nutrition, supplements, exercise, lifestyle|StrtDt:04-08-19|TotHrs/mon:2|TrdHrs/mon:0|OBA-12256|OrgNmn:Casco Bay Movers Dance Studio|Org Addr:Portland,Maine,US|OBA Nature:Dance Instruction|Invst Rel:N|Title:Independent Contractor|Duties:Teaching dance classes|StrtDt:02-14-19|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-21
S63 Uniform Securities Agent State Law Examination 2005-11-15
  • S66 Uniform Combined State Law Examination
    2014-04-21
  • S63 Uniform Securities Agent State Law Examination
    2005-11-15
Other Names
  • Emily Jeanne Horstmann
  • Emily Jeanne Getchell
  • Emily Getchell

View on SEC IAPD

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