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Emma Ryann Wheeler

Strategic Advisers LLC

San Bruno, CA

San Bruno, CA

San Francisco, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Bruno, CA • United States

San Bruno, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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
Kansas City Christian Prairie Village KS 07/2015 12/2016
Illiana Christian Lansing IL 12/2016 07/2019
Jimmy Johns Saint John IN 06/2017 08/2017
Target Saint John IN 11/2017 08/2019
Target Louisville KY 08/2019 05/2021
Target Clarksville IN 05/2021 05/2023
Target Louisville KY 05/2023 06/2023
Boyce College Louisville KY 08/2019 05/2023
J. Hagan Capital Louisville KY 08/2022 12/2022
Fidelity Investments Louisville KY 06/2023 Present
Evangelical Christian Church Abu Dhabi 01/2023 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 12/2016
    Kansas City Christian
    Prairie Village, KS
  • 12/2016 → 07/2019
    Illiana Christian
    Lansing, IL
  • 06/2017 → 08/2017
    Jimmy Johns
    Saint John, IN
  • 11/2017 → 08/2019
    Target
    Saint John, IN
  • 08/2019 → 05/2021
    Target
    Louisville, KY
  • 05/2021 → 05/2023
    Target
    Clarksville, IN
  • 05/2023 → 06/2023
    Target
    Louisville, KY
  • 08/2019 → 05/2023
    Boyce College
    Louisville, KY
  • 08/2022 → 12/2022
    J. Hagan Capital
    Louisville, KY
  • 06/2023 → Present
    Fidelity Investments
    Louisville, KY
  • 01/2023 → 05/2023
    Evangelical Christian Church
    Abu Dhabi
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Louisville, KY
    Los Gatos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-28
S63 Uniform Securities Agent State Law Examination 2023-12-06
  • S66 Uniform Combined State Law Examination
    2024-05-28
  • S63 Uniform Securities Agent State Law Examination
    2023-12-06

View on SEC IAPD

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