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Emily Ryan Desimone

Strategic Advisers LLC

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About Emily Ryan Desimone

Emily Desimone is an active investment advisor representative at Strategic Advisers LLC, with over 18 years of experience in the financial services industry. Emily holds the Series 7, Series 63, and Series 66 securities licenses, and has been serving clients in California and Texas. Emily is a CERTIFIED FINANCIAL PLANNER™ professional and has a long history of advising a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Emily previously worked at FIDELITY BROKERAGE SERVICES LLC in Woodland Hills, CA, and COMMONWEALTH FINANCIAL NETWORK in Waltham, MA.

Firm Information

Emily Desimone is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Emily Desimone’s Registration & Firm History

CA

05/24/2023 - Present

Strategic Advisers LLC (MOORPARK CA)

CA

09/06/2018 - 10/18/2021

FIDELITY BROKERAGE SERVICES LLC (WOODLAND HILLS CA)

MA

11/23/2004 - 04/06/2005

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

BC

Issued 01/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Ryan Desimone.
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