Emma R. Bieling

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 01/2021
  Pruco Securities Llc
  Mt. Pleasant, SC
• 05/2014 → 12/2016
  Scribner's Restaurant
  Milford, CT
• 08/2016 → 06/2017
  Attendance At School
  Clemson, SC
• 06/2017 → 08/2017
  International Marketing Systems
  Shelton, CT
• 08/2017 → 05/2018
  Attendance At School
  Clemson, SC
• 05/2018 → 08/2018
  International Marketing Systems
  Shelton, CT
• 08/2018 → 05/2019
  Attendance At School
  Clemson, SC
• 05/2019 → 08/2019
  Finemark National Bank And Trust
  Charleston, CT
• 08/2019 → 12/2019
  Academic Athletic Services At Clemson University
  Clemson, SC
• 12/2019 → 05/2020
  Attendance At School
  Clemson, SC
• 02/2021 → 11/2021
  Ubs Financial Services Inc.
  Charlotte, NC
• 12/2021 → Present
  Fidelity Investments
  Westlake, TX
• 06/2018 → 08/2018
  Pink Lemon Blue Lime
  Westport, CT
• 04/2020 → 12/2020
  Beautycounter
  Charleston, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Mount Pleasant, SC
• 2021-02-11 → 2021-12-16
  Ubs Financial Services Inc.
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-01-08

Other Names

• Emma Rose Bieling