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Emily Blair Dunstan

Strategic Advisers LLC

Richmond, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Richmond, VA • 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
Bb&T Investment Services, Inc. Richmond VA 12/2006 09/2018
Bb&T Bank Richmond VA 12/2006 09/2018
Bb&T Securities, Llc Richmond VA 01/2018 09/2018
Suntrust Advisory Services, Inc Atlanta GA 10/2018 06/2022
Suntrust Investment Services Atlanta GA 10/2018 06/2022
Fidelity Investments Glen Allen VA 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2006 → 09/2018
    Bb&T Investment Services, Inc.
    Richmond, VA
  • 12/2006 → 09/2018
    Bb&T Bank
    Richmond, VA
  • 01/2018 → 09/2018
    Bb&T Securities, Llc
    Richmond, VA
  • 10/2018 → 06/2022
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 10/2018 → 06/2022
    Suntrust Investment Services
    Atlanta, GA
  • 07/2022 → Present
    Fidelity Investments
    Glen Allen, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
  • 2018-10-08 → 2022-06-08
    Truist Advisory Services, Inc.
    Richmond, VA
  • 2018-01-02 → 2018-09-17
    Bb&T Securities, Llc
    Richmond, VA
    Charlotte, NC
    Richmond, VA
  • 2006-12-20 → 2018-01-02
    Bb&T Investment Services, Inc.
    Richmond, VA
    Richmond, VA
    Charlotte, NC
  • 2006-08-08 → 2006-10-06
    Truist Investment Services, Inc.
    Richmond, VA
    Richmond, VA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-07
S63 Uniform Securities Agent State Law Examination 2005-02-03
  • S66 Uniform Combined State Law Examination
    2006-08-07
  • S63 Uniform Securities Agent State Law Examination
    2005-02-03
Other Names
  • Emily Blair Dunstan
  • Emily B Dunstan

View on SEC IAPD

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