Emily J. Freund
STRATEGIC ADVISERS LLC | Financial Consultant I
FAIRPORT, NY
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CRD#: 6344699
Professional summary
Emily Jane Freund, who also goes by Emily Freund, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fairport, New York and FIDELITY BROKERAGE SERVICES LLC located in Rochester, New York.
Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Emily has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
I partner with my clients to understand their goals, needs and wants, in order to create a personalized long term financial plan. With my experience and expertise, along with Fidelity's industry leading resources, we'll be able to craft a solution tailored to you.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Emily Freund
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 Jane Freund'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®
NoneEducation
Rochester Institute of Technology
Master of Business Administration (MBA) - Business
2016
Rochester Institute of Technology
Bachelor of Science (BS) - Finance
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2780 Monroe Ave Suite 201, Rochester, NY 14618RIA
CRD#: 104555
FAIRPORT, NY
Current
November 1, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2780 Monroe Ave Suite 201, Rochester, NY 14618BD
CRD#: 7784
Rochester, NY
Past
March 12, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROCHESTER, NY
Past
August 22, 2017 - October 28, 2019
MANNING & NAPIER INVESTOR SERVICES, INC.
BD
CRD#: 26266
FAIRPORT, NY
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
Arizona(5/16/2023)
RR
California(5/19/2023)
RR
Colorado(9/29/2023)
RR
Connecticut(11/1/2019)
RR
Florida(3/22/2022)
RR
Hawaii(1/24/2024)
RR
Illinois(3/1/2024)
RR
Kansas(7/21/2023)
RR
Maine(11/1/2019)
RR
Maryland(6/1/2022)
RR
Massachusetts(11/1/2019)
RR
Michigan(3/21/2025)
RR
Missouri(1/3/2025)
RR
New Hampshire(11/1/2019)
RR
New Jersey(5/19/2025)
RR
New York(7/22/2020)
IAR
New York(3/31/2025)
RR
North Carolina(6/20/2023)
RR
Ohio(5/17/2023)
RR
Oregon(9/9/2022)
RR
Pennsylvania(5/16/2023)
RR
Rhode Island(11/1/2019)
RR
South Carolina(8/28/2023)
RR
Tennessee(11/26/2021)
RR
Texas(5/8/2023)
IAR
Texas(3/31/2025)
RR
Vermont(11/1/2019)
RR
Virginia(9/26/2025)
RR
Washington(11/23/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/23/2019
General Securities Representative ExaminationGeneral 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)Upgrade to AdvisorCheck 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial Consultant ICRD#: 104555Fairport, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
