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Emily Mccarthy

Strategic Advisers LLC

Ponte Vedra, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ponte Vedra, FL • 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
St Johns County School District St Augustine FL 01/2022 09/2022
Body20 Ponte Vedra Beach FL 05/2021 08/2022
Wholesaler Cafe Ponte Vedra Beach FL 01/2013 06/2019
Fidelity Investments Jacksonville FL 09/2022 Present
Unemployed Ponte Vedra Beach FL 07/2019 04/2021
Pink Palm Production Ponte Vedra Beach FL 05/2018 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 09/2022
    St Johns County School District
    St Augustine, FL
  • 05/2021 → 08/2022
    Body20
    Ponte Vedra Beach, FL
  • 01/2013 → 06/2019
    Wholesaler Cafe
    Ponte Vedra Beach, FL
  • 09/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2019 → 04/2021
    Unemployed
    Ponte Vedra Beach, FL
  • 05/2018 → 09/2022
    Pink Palm Production
    Ponte Vedra Beach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-92465|OrgNmn:Pink Palm Production|Org Addr:Ponte Vedr,Florida,US|OBA Nature:Production Company|Invst Rel:N|Title:Officer|Duties:Submitting information to accountant until she is 18|StrtDt:05-29-18|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
S65 Uniform Investment Adviser Law Examination 1998-07-23
S63 Uniform Securities Agent State Law Examination 1996-10-21
  • S66 Uniform Combined State Law Examination
    2023-02-24
  • S65 Uniform Investment Adviser Law Examination
    1998-07-23
  • S63 Uniform Securities Agent State Law Examination
    1996-10-21
Other Names
  • Emily M Holmes
  • Emily Marina Holmes
  • Emily Holmes Mccarthy

View on SEC IAPD

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