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Emily Cattran

Strategic Advisers LLC

Cincinnati, OH

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Cincinnati, OH • 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
Turpin High School Cincinnati OH 08/2013 05/2017
Campus Callers Cincinnati OH 01/2017 12/2017
Lincoln Financial Advisors Cincinnati OH 12/2017 08/2021
Fidelity Investments Cincinnati OH 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    Turpin High School
    Cincinnati, OH
  • 01/2017 → 12/2017
    Campus Callers
    Cincinnati, OH
  • 12/2017 → 08/2021
    Lincoln Financial Advisors
    Cincinnati, OH
  • 08/2021 → Present
    Fidelity Investments
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-21
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2023-01-21
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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