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Emma Leahy

Strategic Advisers LLC

Denver, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Denver, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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
Cascades Containerboard And Packaging Niagara Falls NY 05/2021 11/2021
Miami University Undergraduate Summer Scholars Oxford OH 05/2019 08/2019
Sorriso Bar And Osteria Oxford OH 01/2021 05/2021
Reed Road Waterpack Upper Arlington OH 07/2017 08/2017
Sunset Hills Aquatic Center Sunset Hills MO 05/2015 07/2017
Ncr Country Club Dayton OH 06/2020 08/2020
Fidelity Investments Denver CO 12/2021 Present
Undergraduate At Miami University Oxford OH 08/2017 05/2019
Undergraduate At Miami University Oxford OH 08/2019 06/2020
Undergraduate At Miami University Oxford OH 08/2020 12/2020
Southern Illinois University-Edwardsville Edwardsville IL 08/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 11/2021
    Cascades Containerboard And Packaging
    Niagara Falls, NY
  • 05/2019 → 08/2019
    Miami University Undergraduate Summer Scholars
    Oxford, OH
  • 01/2021 → 05/2021
    Sorriso Bar And Osteria
    Oxford, OH
  • 07/2017 → 08/2017
    Reed Road Waterpack
    Upper Arlington, OH
  • 05/2015 → 07/2017
    Sunset Hills Aquatic Center
    Sunset Hills, MO
  • 06/2020 → 08/2020
    Ncr Country Club
    Dayton, OH
  • 12/2021 → Present
    Fidelity Investments
    Denver, CO
  • 08/2017 → 05/2019
    Undergraduate At Miami University
    Oxford, OH
  • 08/2019 → 06/2020
    Undergraduate At Miami University
    Oxford, OH
  • 08/2020 → 12/2020
    Undergraduate At Miami University
    Oxford, OH
  • 08/2016 → 05/2017
    Southern Illinois University-Edwardsville
    Edwardsville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
Other Businesses

OBA-100329|OrgNmn:Outstanding in the Field|Org Addr:Santa Cruz,California,US|OBA Nature:Event and Food Service|Invst Rel:N|Title:Employee|Duties:Set up, prepare, and serve at event|StrtDt:07-19-23|TotHrs/mon:36|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
S63 Uniform Securities Agent State Law Examination 2022-05-06
  • S66 Uniform Combined State Law Examination
    2022-10-27
  • S63 Uniform Securities Agent State Law Examination
    2022-05-06
Other Names
  • Emma Siobhan Leahy
  • Emma Leahy

View on SEC IAPD

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Other Investors

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Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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