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Emily Kay Bach

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7413069

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-04
TX RA APPROVED 2025-05-29
  • FL RA
    APPROVED
    Since 2025-06-04
  • TX RA
    APPROVED
    Since 2025-05-29

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Vystar Credit Union Middleburg FL 06/2016 05/2019
Vystar Credit Union Middleburg FL 02/2020 07/2021
Fidelity Investments Jacksonville FL 07/2021 Present
Panera Bread Jacksonville FL 04/2019 02/2020
Phantom Fireworks St. Augustine FL 05/2019 07/2019
  • 06/2016 → 05/2019
    Vystar Credit Union
    Middleburg, FL
  • 02/2020 → 07/2021
    Vystar Credit Union
    Middleburg, FL
  • 07/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 04/2019 → 02/2020
    Panera Bread
    Jacksonville, FL
  • 05/2019 → 07/2019
    Phantom Fireworks
    St. Augustine, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-08
  • S66 Uniform Combined State Law Examination
    2025-05-08
Other Names
  • Emily Kay Bach
  • Emily Bach

View on SEC IAPD

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