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Emily O'NEil

Strategic Advisers LLC

Cambridge, MA

Medford, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

200 Technology Square, Cambridge, MA 02139-3578 • United States

Medford, MA • 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
Fidelity Brokerage Services Llc Framingham MA 05/2017 Present
Unemployment Brighton MA 07/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → Present
    Fidelity Brokerage Services Llc
    Framingham, MA
  • 07/2016 → 04/2017
    Unemployment
    Brighton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-10-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cambridge, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-17
S63 Uniform Securities Agent State Law Examination 2017-08-30
  • S66 Uniform Combined State Law Examination
    2018-09-17
  • S63 Uniform Securities Agent State Law Examination
    2017-08-30
Designations
Other Names
  • Emily Carol O'NEil
  • Emily Carol Oneil

View on SEC IAPD

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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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