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Emily Jeanne Getchell

Emily J. Getchell

STRATEGIC ADVISERS | Financial Consultant
YARMOUTH, ME
Some features on this profile are disabled
CRD#: 4498355
Emily Jeanne Getchell

Professional summary

Emily Jeanne Getchell, who also goes by Emily Getchell, Emily Jeanne Horstmann, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Yarmouth, Maine and FIDELITY BROKERAGE SERVICES LLC located in Portland, Maine.

Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Emily has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.

Biography

As a Financial Consultant with Fidelity, I partner with clients to create and implement customized financial plans that enable them to live confidently and with peace of mind. I believe that everyone should have a plan that protects who and what is most important to them. With this in mind, I am committed to learning each of my clients' stories, so that together we can create a unique plan that supports their unique hopes and dreams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emily Getchell | Emily Jeanne Horstmann

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Jeanne Getchell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

West Chester University of PA

Bachelor of Arts (BA) - Communication Studies, French, Dance

2005

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 190 Middle Street Suite 201 & 701, Portland, ME 04101-6423
RIA
CRD#: 104555
YARMOUTH, ME
Current

February 25, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 190 Middle Street Suite 201 & 701, Portland, ME 04101-6423
BD
CRD#: 7784
PORTLAND, ME
Past

February 28, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
PORTLAND, ME
Past

March 11, 2016 - February 8, 2019

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
Falmouth, ME
Past

March 9, 2016 - February 8, 2019

VALMARK SECURITIES, INC.

BD
CRD#: 31243
FALMOUTH, ME
Past

May 2, 2014 - January 11, 2016

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
CUMBERLAND FORESIDE, ME
Past

August 13, 2012 - January 11, 2016

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
CUMBERLAND FORESIDE, ME
Past

November 9, 2010 - June 4, 2012

ATLANTIC FINANCIAL SERVICES OF MAINE, INC.

BD
CRD#: 31743
PORTLAND, ME
Past

November 8, 2005 - August 5, 2010

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(8/8/2020)
RR
Florida
(2/25/2019)
RR
Maine
(2/25/2019)
IAR
Maine
(3/31/2025)
RR
Massachusetts
(2/25/2019)
IAR
Massachusetts
(3/31/2025)
RR
New Hampshire
(2/25/2019)
IAR
New Hampshire
(3/31/2025)
RR
Rhode Island
(1/19/2022)
RR
Vermont
(2/25/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/21/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/15/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/7/2005
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/23/2026
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/11/2026
General Securities Sales Supervisor - General Module Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Yarmouth, ME

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Contact information

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