Emme Elizabeth Phillips

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Corient
  San Diego, CA
• 06/2026 → Present
  Corient Services Llc
  Miami, FL
• 10/2023 → 03/2024
  Equitable Advisors, Llc
  New York, NY
• 05/2023 → 10/2023
  Unemployed
  Salt Lake City, UT
• 07/2022 → 04/2023
  Pepperdine University
  Malibu, CA
• 01/2023 → 04/2023
  Reconstruction Experts
  Marina Del Rey, CA
• 05/2022 → 08/2022
  Fifty Six
  New York, NY
• 08/2021 → 05/2022
  Pepperdine University
  Malibu, CA
• 06/2021 → 08/2021
  Bloom New York City
  New York, NY
• 12/2020 → 06/2021
  Pepperdine University
  Malibu, CA
• 08/2020 → 12/2020
  Pepperdine University
  Malibu, CA
• 03/2020 → 08/2020
  Promontory Club
  Park City, UT
• 11/2019 → 03/2020
  Pepperdine University
  Malibu, CA
• 08/2019 → 11/2019
  Pepperdine University
  Malibu, CA
• 05/2019 → 08/2019
  Promontory Club
  Park City, UT
• 08/2018 → 05/2019
  Park City High School
  Park City, UT
• 05/2018 → 08/2018
  Promontory Club
  Park City, UT
• 05/2018 → 08/2018
  Park Meadows Country Club
  Park City, UT
• 08/2017 → 05/2018
  Park City High School
  Park City, UT
• 05/2017 → 08/2017
  Utah Olympic Park
  Park City, UT
• 08/2015 → 05/2017
  Park City High School
  Park City, UT
• 04/2024 → 04/2025
  Fidelity Personal & Workplace Advisors
  Boston, MA
• 04/2025 → 05/2026
  Oneseven
  Beachwood, OH

Previous Registrations

• 2025-04-10 → 2026-07-27
  Oneseven
  Park City, UT
  Beachwood, OH
  Park City, UT
• 2025-03-31 → 2025-05-01
  Strategic Advisers Llc
  Boston, MA
• 2025-01-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-01-03
• S63 Uniform Securities Agent State Law Examination
  2024-02-13

Other Names

• Emme Phillips
• Emme Elizabeth Phillips