Emily
Desimone
Strategic Advisers LLC
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About this Advisor
Emily Desimone is a certified financial planner operating in Moorpark, California with 2 years of relevant experience. Desimone is an employee of Strategic Advisers LLC. They have been employed by Strategic Advisers Llc for all of their career. Desimone maintains Series 66 and Series 63 licenses, designating them as a securities agent, and can advise clients in California. Strategic Advisers LLC is a registered investment business operating out of Boston, MA. The firm has a total of 219 people on staff. It administers $660 billion in assets among its 1,712,300 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 1,712,300 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Strategic Advisers LLC offers a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors depend on the financial services provided. However, fees charged by Strategic Advisers LLC most likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$659,550,224,982
219
1,712,300
$385,184
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Emily Desimone Work History
Emily has been registered as a financial advisor for 2 years.*
Strategic Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Desimone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Denver, CO
Englewood, CO
Denver, CO
Englewood, CO
Boston, MA
Boston, MA
Boston, MA
Denver, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
