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Emily Elizabeth Wheatley

Strategic Advisers LLC

Langhorne, PA

Princeton, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
NJ RA APPROVED 2025-07-22
PA RA APPROVED 2025-07-22
  • TX RA
    APPROVED
    Since 2026-02-04
  • NJ RA
    APPROVED
    Since 2025-07-22
  • PA RA
    APPROVED
    Since 2025-07-22

Branch Locations

Langhorne, PA • United States

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 01/2015 10/2017
Unemployed Brentwood TN 04/2025 06/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 10/2017 04/2025
Fidelity Investments Princeton NJ 06/2025 Present
Previous Registrations
Other Businesses

OBA-121193|OrgNmn:Empower Yoga|Org Addr:Ewing,New Jersey,US|OBA Nature:Yoga Studio|Invst Rel:N|Title:Yoga Instructor|Duties:Teach yoga|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-14
  • S66 Uniform Combined State Law Examination
    2015-05-14
Other Names
  • Emily Elizabeth Wheatley
  • Emily Wheatley

View on SEC IAPD

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