Emily Werner

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

• 07/2021 → Present
  Fidelity Investments
  American Fork, UT
• 10/2018 → 05/2021
  Acceptance Now (Rent A Center Llc)
  Orem, UT
• 10/2017 → 10/2018
  Rc Willey
  Orem, UT
• 08/2017 → 11/2017
  Black Bear Diner
  Orem, UT
• 05/2016 → 07/2017
  The Eden Grill
  Fond Du Lac, WI
• 05/2016 → 07/2017
  Together At Home Personal Care Agency
  Westbend, WI
• 01/2018 → 08/2020
  Utah Valley University
  Orem, UT
• 08/2016 → 05/2017
  Moraine Park Technical College
  Fond Du Lac, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Other Businesses

OBA-130723|OrgNmn:GT Independence |Org Addr:Appleton ,Wisconsin,US|OBA Nature:self-direction—where people wi|Invst Rel:N|Title:Caregiver |Duties:I will be providing respit care so that the Primary caregiver (her mother) is able to have a break and take care of her own needs |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-03-16
• S63 Uniform Securities Agent State Law Examination
  2021-12-06

Other Names

• Emily Joy Werner
• Emily Joy Prellwitz
• Emily Werner