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Emily Egan

Strategic Advisers LLC

Smithfield, RI

North Scituate, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-23
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-12-23
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

North Scituate, RI • 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 Investments Smithfield RI 08/2023 Present
Market Basket Johnston RI 01/2023 08/2023
The Collegiate Lineup Williamsburg VA 04/2022 05/2023
College Of William & Mary Williamsburg VA 08/2019 05/2023
Lincoln School Providence RI 06/2019 08/2019
Lincoln School Providence RI 09/2013 06/2019
Lincoln School Providence RI 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2023 → 08/2023
    Market Basket
    Johnston, RI
  • 04/2022 → 05/2023
    The Collegiate Lineup
    Williamsburg, VA
  • 08/2019 → 05/2023
    College Of William & Mary
    Williamsburg, VA
  • 06/2019 → 08/2019
    Lincoln School
    Providence, RI
  • 09/2013 → 06/2019
    Lincoln School
    Providence, RI
  • 06/2018 → 08/2018
    Lincoln School
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    North Scituate, RI
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2023-11-21
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2023-11-21

View on SEC IAPD

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