Emily A. Hicks
STRATEGIC ADVISERS | Vice President, Wealth Planner
PORTLAND, OR
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CRD#: 6196874
Professional summary
Emily Anne Hicks, CFP®, who also goes by Emily Anne Hicks, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portland, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Vancouver, Washington.
Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Emily has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Wealth Planner, I partner with high net worth individuals and their families to take a holistic lens to their financial situation. Our wealth and our families are intrinsically linked, and often emotionally charged. Through our partnership, my hope is to know and understand your family's situation so that I can guide you in making informed decisions at every financial fork in the road.
Question & Answer
What are your service offerings?
Social Security Planning
Investment Planning
Socially Responsible Investing
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Emily Anne Hicks
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.
CRS (Client Relationship Summary) - RIA
Click below to view Emily Anne Hicks's 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®
CFP®
Start date: 2017
Education
Whitman College
Bachelor of Arts (BA) - Theatre
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 655 W Columbia Way Suite 404, Vancouver, WA 98660RIA
CRD#: 104555
PORTLAND, OR
Current
March 26, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 655 W Columbia Way Suite 404, Vancouver, WA 98660BD
CRD#: 7784
VANCOUVER, WA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
VANCOUVER, WA
Past
May 21, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PORTLAND, OR
Past
July 26, 2013 - June 4, 2015
MORGAN STANLEY
RIA
CRD#: 149777
PORTLAND, OR
Past
June 27, 2013 - June 4, 2015
MORGAN STANLEY
BD
CRD#: 149777
PORTLAND, OR
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
Alabama(3/28/2025)
RR
Arizona(1/5/2018)
RR
California(3/26/2015)
RR
Colorado(10/8/2021)
RR
Florida(3/11/2022)
RR
Georgia(4/22/2024)
RR
Hawaii(11/26/2018)
RR
Idaho(12/8/2021)
RR
Louisiana(1/23/2026)
RR
Maryland(1/12/2022)
RR
Massachusetts(4/23/2020)
RR
Montana(6/13/2018)
RR
Nevada(6/3/2022)
RR
New York(5/3/2024)
RR
Oregon(3/26/2015)
IAR
Oregon(3/31/2025)
RR
Pennsylvania(4/22/2024)
RR
Texas(8/9/2018)
IAR
Texas(3/31/2025)
RR
Washington(3/26/2015)
IAR
Washington(3/31/2025)
RR
Wisconsin(3/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
Vice President, Wealth PlannerCRD#: 104555Portland, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
