Emily Murray

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

• 12/2020 → 04/2021
  Corepower Yoga
  Denver, CO
• 05/2012 → 04/2021
  Emily Murray Wellness
  Denver, CO
• 02/2020 → 08/2020
  Rollingreens Llc
  Austin, TX
• 10/2012 → 03/2020
  Corepower Yoga
  Austin, TX
• 04/2021 → Present
  Fidelity Investments
  Denver, CO
• 01/2016 → 04/2021
  Wholescripts
  Orlando, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-59216|OrgNmn:WholeScripts|Org Addr:Wheat Ridg,Colorado,US|OBA Nature:Commission-based nutritional s|Invst Rel:N|Title:Affiliate|Duties:Recommend nutritional supplements to clients|StrtDt:01-01-16|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-06-25
• S63 Uniform Securities Agent State Law Examination
  2021-08-18

Other Names

• Emily Elizabeth Murray
• Emily Murray