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Emma M. Ostrom

Strategic Advisers LLC

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

New York, NY • United States

2070 Broadway, New York, NY 10023-2802 • 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
Amazon Upper St. Clair PA 05/2020 05/2020
System One Pittsburgh PA 05/2020 08/2020
Bonefish Grill Upper St. Clair PA 05/2021 08/2021
Ameriprise Financial Upper St. Clair PA 06/2022 08/2022
Fidelity Investments New York NY 12/2023 Present
Unemployed Mcmurray PA 01/2012 05/2020
Unemployed Mcmurray PA 08/2020 05/2021
Unemployed Mcmurray PA 08/2021 06/2022
Unemployed Mcmurray PA 08/2022 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 05/2020
    Amazon
    Upper St. Clair, PA
  • 05/2020 → 08/2020
    System One
    Pittsburgh, PA
  • 05/2021 → 08/2021
    Bonefish Grill
    Upper St. Clair, PA
  • 06/2022 → 08/2022
    Ameriprise Financial
    Upper St. Clair, PA
  • 12/2023 → Present
    Fidelity Investments
    New York, NY
  • 01/2012 → 05/2020
    Unemployed
    Mcmurray, PA
  • 08/2020 → 05/2021
    Unemployed
    Mcmurray, PA
  • 08/2021 → 06/2022
    Unemployed
    Mcmurray, PA
  • 08/2022 → 12/2023
    Unemployed
    Mcmurray, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-06
  • S66 Uniform Combined State Law Examination
    2024-04-06
Other Names
  • Emma Marie Ostrom

View on SEC IAPD

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