Emily Bennett

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

• 10/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Decatur, IL
• 04/2015 → 09/2016
  Signature Consultants
  Saint Louis, MO
• 11/2016 → 07/2020
  Wells Fargo Clearing Services, Llc
  Decatur, IL
• 03/2022 → Present
  Fidelity Investments
  Ashland, MO
• 07/2020 → 03/2022
  Neighbors Bank
  Columbia, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ashland, MO
• 2017-02-02 → 2020-07-28
  Wells Fargo Clearing Services, Llc
  Decatur, IL
  Champaign, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-02-02

Other Names

• Emily Heitman
• Emily Rose Heitman
• Emily Rose Bennett
• Emily Bennett