Emil Barretta

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

• 09/2021 → 04/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 12/2016 → 04/2022
  Us Army Reserve
  Fort Dix, NJ
• 01/2019 → 05/2021
  La Salle University
  Philadelphia, PA
• 06/2019 → 08/2019
  Defense Logistics Agency
  Philadelphia, PA
• 09/2013 → 06/2017
  Plymouth Whitemarsh High School
  Plymouth Meeting, PA
• 04/2016 → 06/2017
  The Hill At Whitemarsh
  Whitemarsh, PA
• 10/2020 → 06/2021
  Gypsy Blu
  Ambler, PA
• 09/2017 → 12/2018
  Drexel University
  Philadelphia, PA
• 04/2022 → Present
  Fidelity Investments
  Freehold, NJ
• 07/2017 → 10/2017
  Drip N Scoop
  Ocean City, NJ
• 06/2018 → 08/2018
  El Capitan Taco Shack
  Ocean City, NJ
• 01/2019 → 03/2019
  Whole Foods
  Plymouth Meeting, PA
• 10/2020 → 12/2020
  Lowes Home Centers Llc
  Oaks, PA
• 09/2018 → 10/2018
  Iron Hill Brewery
  Ardmore, PA
• 03/2020 → 03/2021
  Caviar/Door Dash
  Philadelphia/West Chester, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Freehold, NJ
  West Chester, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-06-07
• S63 Uniform Securities Agent State Law Examination
  2021-10-28

Other Names

• Em Barretta
• Emily Barretta
• Emily Rose Barretta
• Emil Mattia Barretta
• Emily Mattia Barretta