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Emily Fletcher

Managing Partner at Openarc Corporate Advisory

Investment adviser registrationAtlanta, GA

Emily Fletcher is Managing Partner of Openarc Corporate Advisory, LLC, an Atlanta investment adviser managing $10.1B. Emily Fletcher has been registered as an investment adviser representative through Openarc Corporate Advisory since 24 September 2025, has 24 years in the industry across 2 firms and has passed the Series 63, Series 8, Series 7 and Series 66.

24
Years in industry
1
Years at firm
2
Adviser firms
2
States registered

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Emily Fletcher has been Managing Partner of Openarc Corporate Advisory since September 2025. Emily Fletcher is a control person of the firm and directly owns under 5% of it.

Openarc Corporate Advisory, LLC is an Atlanta, GA firm with $10.1B under management, 3,841 clients and 80 advisers in one office, as of its September 2026 filing.

Emily G. Fletcher is Managing Partner and Chief Operating Officer at OpenArc Corporate Advisory. Previously she was a senior partner on Merrill Lynch’s GCIAS team.

  1. – present · 1 year
    Atlanta, GA · Adviser representative · Firm CRD 336837
  2. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · 18 years
    Atlanta, GA · Adviser representative · Firm CRD 7691

Credentials and registrations

Investment adviser representative registrations

Georgia9 October 2025
Status
Approved
Texas24 September 2025
Status
Approved, resident

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6628 December 2006
Name
Uniform Combined State Law Examination
Series 721 November 2006
Name
General Securities Representative Examination
Series 825 August 1997
Name
General Securities Sales Supervisor Examination (Options Module & General Module)
Series 6329 March 1996
Name
Uniform Securities Agent State Law Examination

Individual record

Full name
Emily Gage Fletcher
CRD
2350208
Office
3550 PEACHTREE ROAD NE, FLOOR 7, Atlanta, GA 30326

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Emily Fletcher work?

Emily Fletcher has been Managing Partner of Openarc Corporate Advisory, LLC since September 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 16 September 2026

Is Emily Fletcher a financial advisor?

Yes. Emily Fletcher has a current investment-adviser registration in Georgia and Texas, through Openarc Corporate Advisory since September 2025.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Emily Fletcher have?

Emily Fletcher has 24 years in the financial industry, since March 2002, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Emily Fletcher passed?

Emily Fletcher has passed 4 licensing exams: the Series 63, Series 8, Series 7 and Series 66. The earliest, the Series 63, was passed in March 1996. FINRA credited Emily Fletcher with the SIE, which began in October 2018.

Source: IAPD individual record, checked 17 October 2026

Where is Emily Fletcher based?

Emily Fletcher’s registered office is in Atlanta, GA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Openarc Corporate Advisory

  • Michael SontagChief Financial Officer
  • Kruti BolickChief Compliance Officer
  • Erik BjerkeSenior Managing Partner
  • Jeffrey CrowellManaging Partner
  • Kevin HigginbothamManaging Partner
  • James KaufmanManaging Partner

Sources

  1. IAPD individual record, CRD 2350208. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Openarc Corporate Advisory, LLC, filed 16 September 2026. Title, control and ownership bands.
  3. Openarc Corporate Advisory team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

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