Emily M. Lyons

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

• 08/2021 → 11/2021
  Florida Financial Advisors
  Jacksonville, FL
• 06/2019 → 08/2019
  Arch City Partners
  Dublin, OH
• 06/2018 → 08/2018
  Advanced Acoustic Concepts
  Hauppauge, NY
• 08/2017 → 05/2021
  The Ohio State University
  Columbus, OH
• 08/2011 → 06/2017
  Smithtown School District
  Smithtown, NY
• 12/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 04/2017 → 08/2017
  Gino's Of Nesconset
  Nesconset, NY
• 03/2019 → 08/2019
  The Ohio State University
  Columbus, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2021-08-26 → 2021-11-08
  Florida Financial Advisors, Llc
  Jacksonville, FL

Other Businesses

OBA-99609|OrgNmn:Community First Igloo|Org Addr:Jacksonvil,Florida,US|OBA Nature:Ice Skating Arena|Invst Rel:N|Title:Learn to Skate Instructor|Duties:Teaching children and adults basics of figure skating|StrtDt:|TotHrs/mon:18|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-25
• S65 Uniform Investment Adviser Law Examination
  2021-07-12

Other Names

• Emily Marie Lyons
• Emily Lyons