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RIA / WealthAdvisorCertified Financial Planner21 years in industry

EMILY RYAN DESIMONE

Advisor at STRATEGIC ADVISERS LLC

MOORPARK, CA

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Search this name across graphsid dfx:ria:ae171bb3-eda4-8ac1-a548-baa4ee3b6485

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 21, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 18, 2005
First registration: Apr 21, 2005
Dual registered: no
Other names: EMILY RYAN DESIMONE|EMILY RYAN O'HARA|Emily R Desimone
IAPD individual key: 4851860

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Dec 9, 2021	n/a	yes	MOORPARK, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 23, 2019	Oct 18, 2021	no	WOODLAND HILLS, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 13, 2015	Jan 23, 2019	no	BOSTON, MA	Previous registration
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Jan 6, 2011	May 9, 2011	no	WESTWOOD, NJ	Previous registration
BACK BAY FINANCIAL GROUP, INC.	n/a	Apr 21, 2005	Dec 31, 2010	no	BOSTON, MA\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Oct 18, 2021	Dec 9, 2021	52	Channel change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 23, 2019	Jan 23, 2019	0	Channel change	Ibd to ibd
MODERA WEALTH MANAGEMENT, LLC	STRATEGIC ADVISERS LLC	May 9, 2011	Apr 13, 2015	1,435	Firm change after gap	Other
BACK BAY FINANCIAL GROUP, INC.	MODERA WEALTH MANAGEMENT, LLC	Dec 31, 2010	Jan 6, 2011	6	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 13, 2015 to Jan 23, 2019factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 23, 2019 to Oct 18, 2021factForm ADV
→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 6, 2011 to May 9, 2011factForm ADV
→ BACK BAY FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 21, 2005 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.