Emily
Lydey
Plante Moran Financial Advisors
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About this Advisor
Emily Lydey is a certified financial planner operating out of Southfield, Michigan with a total of 2 years of industry experience. Lydey is an employee of Plante Moran Financial Advisors. Over the course of their career, Lydey has held roles at Plante Moran Financial Advisors, Jackson National Life, The Andersons, Vito'S, Michigan State University and St. Ursula Academy. Lydey maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Michigan. Plante Moran Financial Advisors is a registered investment firm operating out of Southfield, MI. It has offices in 12 locations and a total of 139 financial advisors. It has $17 billion in assets under management across its 16,199 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 16,199 accounts, 87% belong to high-net-worth clients who have at least $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically are based on the type of services provided. Fee types charged by Plante Moran Financial Advisors most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Emily Lydey Work History
Emily has been registered as a financial advisor for 2 years.*
Plante Moran Financial Advisors
Jackson National Life
Plante Moran Financial Advisors
Jackson National Life
The Andersons
Vito'S
Michigan State University
Vito'S
St. Ursula Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Lydey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plante Moran Financial Advisors
Portage, MI
Monroe, WA
West Bloomfield, MI
Chicago, IL
Detroit, MI
East Lansing, MI
Southfield, MI
Columbus, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
