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Emily Egbers

Strategic Advisers LLC

Covington, KY

Lawrenceburg, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Lawrenceburg, IN • 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
Cincinnati Reds Cincinnati OH 03/2017 10/2020
Sitting Made Simple Indianapolis IN 04/2016 10/2018
Fidelity Investments Covington KY 10/2020 Present
Southeastern Indiana Volleyball Club Batesville IN 11/2014 04/2018
Perfect North Slopes Lawrenceburg IN 11/2013 01/2018
Incrediplex Indianapolis IN 10/2017 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → 10/2020
    Cincinnati Reds
    Cincinnati, OH
  • 04/2016 → 10/2018
    Sitting Made Simple
    Indianapolis, IN
  • 10/2020 → Present
    Fidelity Investments
    Covington, KY
  • 11/2014 → 04/2018
    Southeastern Indiana Volleyball Club
    Batesville, IN
  • 11/2013 → 01/2018
    Perfect North Slopes
    Lawrenceburg, IN
  • 10/2017 → 04/2018
    Incrediplex
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-12
  • S66 Uniform Combined State Law Examination
    2021-02-12
Other Names
  • Emily Jean Egbers
  • Emily Egbers

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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