Emma Sutton Alpaugh

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 08/2018 → 05/2022
  Full Time Education
  Hartford, CT
• 02/2024 → 05/2026
  Fidelity Investments
  New York City, NY
• 10/2020 → 02/2021
  Macy's
  Connecticut , CT
• 09/2021 → 05/2022
  Trinity College Sports Communication Office
  Connecticut , CT
• 08/2022 → 07/2023
  Full Time Education
  Durham , NH
• 09/2014 → 05/2018
  Full Time Education
  Simsbury, CT
• 01/2022 → 01/2022
  Dick's Sporting Goods
  Norwalk, CT
• 06/2020 → 08/2020
  Ct Grizzlies Lacrosse
  Connecticut, CT
• 06/2017 → 08/2019
  Woodway Country Club
  Connecticut, CT
• 05/2022 → 08/2022
  Unemployed
  Darien, CT
• 07/2023 → 01/2024
  Larson Maddox
  New York, NY
• 01/2024 → 02/2024
  Unemployed
  Darien, CT
• 03/2025 → 05/2026
  Fidelity Investments
  Boston, MA
• 05/2026 → Present
  Charles Schwab & Co., Inc.
  New York, NY

Previous Registrations

• 2025-03-31 → 2026-05-07
  Strategic Advisers Llc
  New York City, NY
  New York, NY
  New York, NY
  Boston, MA
• 2024-07-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York City, NY
  Darien, CT

Exams

• S66 Uniform Combined State Law Examination
  2024-06-14

Other Names

• Emma S Alpaugh
• Emma Sutton Alpaugh