Emmalee Katherine Thornton

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

Brooklyn, NY • 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

Organization	City	State	From	To
Siemens	Charlotte	NC	11/2015	06/2017
Wells Fargo Bank N.A.	Charlotte	NC	06/2017	06/2018
Ubs Financial Services Inc.	Charlotte	NC	06/2018	07/2020
Fidelity Investments	Charlotte	NC	07/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2015 → 06/2017

Siemens

Charlotte, NC
06/2017 → 06/2018

Wells Fargo Bank N.A.

Charlotte, NC
06/2018 → 07/2020

Ubs Financial Services Inc.

Charlotte, NC
07/2020 → Present

Fidelity Investments

Charlotte, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Charlotte, NC

Charlotte, NC

New York, NY
2018-09-13 → 2020-07-28

Ubs Financial Services Inc.

Charlotte, NC

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-13

S66 Uniform Combined State Law Examination

2018-09-13

Other Names

Emmalee Katherine Lindh
Emmalee Katherine Thornton
Emma Katherine Thornton

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

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