Thrivent Investment Management
6yrs
6 years in the industry
3yrs
Emily Egan
Financial advisor at Strategic Advisers
Based in North Scituate, Rhode Island, Emily Egan is a fiduciary financial advisor with 3 years of industry experience. Emily has been with Strategic Advisers since 2025; before that, Emily spent less than a year at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3 advisors with offices in North Scituate, and one of 3 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeNorth Scituate, RI
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Feb 2025 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Emily
North Scituate, RIOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Emily
Tailored to Emily’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Emily
How do I contact Emily?
Call Strategic Advisers at (617) 563-7000 and ask for Emily Egan. Emily works from the North Scituate, RI office.
How long has Emily been a financial advisor?
Emily has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Emily hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Emily a fiduciary?
Emily is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Emily paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Emily for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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