Emil Barretta

Financial advisor at Strategic Advisers LLC · Mont Clare, PA

Last updated 2026-10-10

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Emil Barretta is a financial advisor at Strategic Advisers LLC in Mont Clare, PA, CRD 7435478. Licenses and exams on the registration: Series 63, Series 66. First registered 2023-06-26.

Registration

CRD number
7435478
Registration status
Active
First registered
2023-06-26
Years of experience
13
States registered
PA, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2021-09 to 2022-04 · The Vanguard Group, Inc. · Malvern, PA
  • 2016-12 to 2022-04 · US Army Reserve · Fort Dix, NJ
  • 2019-01 to 2021-05 · La Salle University · Philadelphia, PA
  • 2019-06 to 2019-08 · Defense Logistics Agency · Philadelphia, PA
  • 2013-09 to 2017-06 · Plymouth Whitemarsh High School · Plymouth Meeting, PA
  • 2016-04 to 2017-06 · The Hill At Whitemarsh · Whitemarsh, PA
  • 2020-10 to 2021-06 · Gypsy Blu · Ambler, PA
  • 2017-09 to 2018-12 · Drexel University · Philadelphia, PA
  • 2022-04 to Present · Fidelity Investments · Freehold, NJ
  • 2017-07 to 2017-10 · Drip N Scoop · Ocean City, NJ
  • 2018-06 to 2018-08 · El Capitan Taco Shack · Ocean City, NJ
  • 2019-01 to 2019-03 · Whole Foods · Plymouth Meeting, PA
  • 2020-10 to 2020-12 · Lowes Home Centers LLC · Oaks, PA
  • 2018-09 to 2018-10 · Iron Hill Brewery · Ardmore, PA
  • 2020-03 to 2021-03 · Caviar/door Dash · Philadelphia/west Chester, PA
  • 2025-03 to Present · Fidelity Investments · Boston, MA

Current employment

SEC IAPD record for Emil Barretta

Strategic Advisers LLC

Regulatory AUM
$1,370,125,325,211
Registered advisors
17,023
Offices
3,513
Clients per advisor
141.1 (High)
Average AUM per client
$570.5K (Low)
High-net-worth client ratio
30.7% (Moderate)

Strategic Advisers LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Strategic Advisers LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

Mont Clare, PA

2 advisors at this office.

Strategic Advisers office in Mont Clare, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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