Emma Szalay

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Blythewood	SC	03/2019	07/2022
Team Osan Spouses Club	Osan Air Base, Ap, United States		09/2018	03/2019
Uso	Osan Air Base, Ap, United States		04/2018	03/2019
Resiliency Events: Design & Unwind	Aviano Air Base, Ae, United States		01/2017	03/2018
Deja Brew Coffee Shop	Aviano Air Base, Ae, United States		08/2016	03/2018
Self-Employed	Aviano Air Base, Ae, United States		11/2015	12/2017
Fidelity Investments	Lugoff	SC	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2019 → 07/2022

Ameriprise Financial Services, Llc

Blythewood, SC
09/2018 → 03/2019

Team Osan Spouses Club

Osan Air Base, Ap, United States
04/2018 → 03/2019

Uso

Osan Air Base, Ap, United States
01/2017 → 03/2018

Resiliency Events: Design & Unwind

Aviano Air Base, Ae, United States
08/2016 → 03/2018

Deja Brew Coffee Shop

Aviano Air Base, Ae, United States
11/2015 → 12/2017

Self-Employed

Aviano Air Base, Ae, United States
08/2022 → Present

Fidelity Investments

Lugoff, SC
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-10