Leonard Embry

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

• 07/2023 → Present
  Fidelity Investments
  Jacksonville, FL
• 10/2022 → 07/2023
  Watson Mortgage Corp
  Jacksonville, FL
• 08/2019 → 10/2022
  Community First Credit Union
  Jacksonville, FL
• 08/2019 → 08/2019
  Bank Of America
  Jacksonville, FL
• 12/2018 → 08/2019
  Duval County Public Schools
  Jacksonville, FL
• 11/2017 → 12/2018
  Kelly Services
  Jacksonville, FL
• 11/2012 → 11/2017
  Select Portfolio Servicing
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-12-02
• S63 Uniform Securities Agent State Law Examination
  2024-01-11

Other Names

• Bailey Richard Embry
• Leonard Embry
• Leonard Richard Embry
• Leonard Richard Embry