Emily Morgan Hanley

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

• 05/2021 → 04/2025
  Twin Willows Restaurant
  Narragansett, RI
• 04/2018 → 09/2019
  Baron'S Homemade Ice Cream
  Narragansett, RI
• 04/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2019 → 05/2021
  Unemployed
  North Kingstown, RI
• 02/2015 → 04/2018
  Unemployed
  North Kingstown, RI

Exams

• S66 Uniform Combined State Law Examination
  2025-09-12

Other Names

• Emily Hanley