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Emily Ryan Desimone

Strategic Advisers LLC

Moorpark, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-24
CA RA APPROVED 2021-12-09
  • TX RA
    APPROVED
    Since 2023-05-24
  • CA RA
    APPROVED
    Since 2021-12-09

Branch Locations

Moorpark, CA • 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
Strategic Advisors, Inc. Boston MA 05/2011 Present
  • 05/2011 → Present
    Strategic Advisors, Inc.
    Boston, MA
Previous Registrations
  • 2019-01-23 → 2021-10-18
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2015-04-13 → 2019-01-23
    Strategic Advisers Llc
    Boston, MA
  • 2011-01-06 → 2011-05-09
    Modera Wealth Management, Llc
    Westwood, NJ
  • 2005-04-21 → 2010-12-31
    Back Bay Financial Group, Inc.
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-01-15
S66 Uniform Combined State Law Examination 2005-02-18
  • S63 Uniform Securities Agent State Law Examination
    2019-01-15
  • S66 Uniform Combined State Law Examination
    2005-02-18
Designations
Other Names
  • Emily Ryan Desimone
  • Emily Ryan O'HAra
  • Emily R Desimone

View on SEC IAPD

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