Emily Ann Villavicencio

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

• 07/2018 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 01/2018 → 07/2018
  Korn Ferry Futurestep
  Addison, TX
• 11/2013 → 08/2017
  Retrospection
  Fort Worth, TX
• 08/2013 → 12/2017
  Texas Tech University
  Lubbock, TX
• 01/2017 → 05/2017
  Lubbock Syphony Orchestra
  Lubbock, TX
• 09/2018 → 03/2020
  Bank Of America, N.A.
  Fort Worth, TX
• 03/2020 → 04/2021
  Guardian Life Insurance Company
  Irving, TX
• 04/2020 → 04/2021
  Park Avenue Securities
  Irving, TX
• 04/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2020-05-13 → 2021-04-20
  Park Avenue Securities Llc
  Irving, TX
• 2019-03-26 → 2020-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-03-21

Other Names

• Emily Ann Rich
• Emily Ann Rich
• Emily Rich
• Emily A. Rich