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Emily Ann Wells

Strategic Advisers LLC

Hoboken, NJ

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hoboken, NJ • United States

320 Park Avenue, New York, NY 10022-6815 • 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
Cresskill Municipal Pool Cresskill NJ 05/2015 08/2018
The Big Playhouse Westwood NJ 09/2016 01/2019
Marist College Poughkeepsie NY 02/2018 12/2020
Frieslandcampina Paramus NJ 06/2019 08/2019
Rhinebeck Bank Poughkeepsie NY 01/2020 04/2020
Baxter Building Corporation Poughkeepsie NY 06/2020 01/2021
David's Bagels Valley Cottage NY 06/2018 01/2020
Fidelity Investments New York NY 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2018
    Cresskill Municipal Pool
    Cresskill, NJ
  • 09/2016 → 01/2019
    The Big Playhouse
    Westwood, NJ
  • 02/2018 → 12/2020
    Marist College
    Poughkeepsie, NY
  • 06/2019 → 08/2019
    Frieslandcampina
    Paramus, NJ
  • 01/2020 → 04/2020
    Rhinebeck Bank
    Poughkeepsie, NY
  • 06/2020 → 01/2021
    Baxter Building Corporation
    Poughkeepsie, NY
  • 06/2018 → 01/2020
    David's Bagels
    Valley Cottage, NY
  • 02/2021 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-14
  • S66 Uniform Combined State Law Examination
    2021-09-14

View on SEC IAPD

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