Emily Elizabeth Peak

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

• 01/2024 → 02/2024
  Orangetheory Ftiness Belmont
  Belmont, MA
• 02/2014 → 05/2019
  University Laboratory School
  Baton Rouge, LA
• 05/2018 → 09/2018
  Riverview Camp For Girls
  Mentone, AL
• 11/2018 → 01/2024
  Digiulio Brothers Italian Cafe
  Baton Rouge, LA
• 04/2016 → 09/2016
  Sela Aquatics-University Club Pool
  Baton Rouge, LA
• 09/2022 → 05/2023
  Carson Wealth/The Shobe Financial Group
  Baton Rouge, LA
• 09/2019 → 12/2023
  Louisiana State University
  Baton Rouge, LA
• 06/2023 → 09/2023
  Stephanie'S On Newbury
  Boston, MA
• 04/2020 → 09/2020
  Baton Rouge Country Club
  Baton Rouge, LA
• 02/2024 → Present
  Fidelity Investments
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  South Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-07-03

Other Names

• Emily Elizabeth Peak
• Emily E Peak
• Emily Peak