Emma Francis Caile

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

• 08/2025 → Present
  Fidelity Investments
  Seattle, WA
• 05/2017 → 08/2025
  Private Families
  Erie, CO
• 07/2024 → 08/2024
  Strange Realty
  Denver, CO
• 05/2015 → 04/2017
  Unemployed
  Erie, CO

Other Businesses

OBA-122519|OrgNmn:Emma Caile|Org Addr:Lynnwood,Washington,US|OBA Nature:Families, caregiver/childcare |Invst Rel:N|Title:Caregiver|Duties:Working for a family and caring for their children |StrtDt:09-06-25|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-05-01

Other Names

• Emma Caile