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Emilio Lago

Strategic Advisers LLC

North Miami, FL

CRD 7241267

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

North Miami, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 03/2020 11/2021
Home Depot West Long Branch NJ 01/2020 02/2020
Click N' Fit Custom Mouthguards Miami FL 10/2014 01/2020
Self Employed - Independent Consultant Seabright NJ 01/2002 01/2020
Bank Of America, N.A. Red Bank NJ 06/2020 11/2021
Fidelity Investments Merrimack NH 11/2021 Present
Wharton Executive Education Philadelphia PA 12/2019 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 11/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Red Bank, NJ
  • 01/2020 → 02/2020
    Home Depot
    West Long Branch, NJ
  • 10/2014 → 01/2020
    Click N' Fit Custom Mouthguards
    Miami, FL
  • 01/2002 → 01/2020
    Self Employed - Independent Consultant
    Seabright, NJ
  • 06/2020 → 11/2021
    Bank Of America, N.A.
    Red Bank, NJ
  • 11/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2019 → 01/2020
    Wharton Executive Education
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    North Miami, FL
  • 2021-07-15 → 2021-11-04
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Red Bank, NJ
    New York, NY
    Philadelphia, PA
    Howell, NJ
    Howell, NJ
    Howell, NJ
Other Businesses

OBA-127861|OrgNmn:SS Abundance LLC|Org Addr:North Miam,Florida,US|OBA Nature:Leasing and chartering of real|Invst Rel:Y|Title:Managing Member|Duties:Oversee operations, charter captain|StrtDt:03-01-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-64646|OrgNmn:Coronado Cape Properties LLC|Org Addr:Aventura,Florida,US|OBA Nature:Residential Real Estate Invest|Invst Rel:Y|Title:Partner|Duties:Real Estate Investment Rental Property|StrtDt:11-20-17|TotHrs/mon:2|TrdHrs/mon:0|OBA-64647|OrgNmn:Vincennes St Properties LLC|Org Addr:Aventura,Florida,US|OBA Nature:Residential Real Estate Rental|Invst Rel:Y|Title:Partner|Duties:Residential Real Estate Rental Property|StrtDt:05-10-19|TotHrs/mon:2|TrdHrs/mon:0|OBA-64650|OrgNmn:Physician Consulting Services|Org Addr:North Miam,Florida,US|OBA Nature:medical practice management co|Invst Rel:N|Title:Independent Contractor|Duties:consultant|StrtDt:06-03-02|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-13
  • S66 Uniform Combined State Law Examination
    2021-07-13
Other Names
  • Emil Lago

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