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Emily Coleman

Strategic Advisers LLC

Nashua, NH

Auburn, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-08-24
MA RA APPROVED 2026-08-20
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2026-08-24
  • MA RA
    APPROVED
    Since 2026-08-20
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Auburn, NH • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Plano TX 07/2009 01/2022
Fidelity Broomfield CO 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2009 → 01/2022
    Ameriprise Financial Services, Inc.
    Plano, TX
  • 02/2022 → Present
    Fidelity
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-11
  • S66 Uniform Combined State Law Examination
    2014-07-11
Other Names
  • Emily Kathryn Duerr
  • Emily Kathryn Coleman
  • Emily Duerr
  • Emily Coleman

View on SEC IAPD

Other Firms

INDEPENDENCE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

MARK PAIGE PERKINS
Ian Garry Clarke-Pounder
FREDERICK ACKLEY BOUCHER
Corey Patrick Burgess
Jakob Roy Zylak
MELANIE LYNN LAVIGNE
MICHAEL GEORGE CERATO
JAMES DONALD ABAGIS

Other Offices

INDEPENDENCE FINANCIAL ADVISORS, LLC · Nashua, NH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NASHUA, NH
AMERIPRISE FINANCIAL SERVICES, LLC · NASHUA, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
INDEPENDENT ADVISOR ALLIANCE, LLC · Nashua, NH
EDWARD JONES · NASHUA, NH

More in Nashua, NH

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