Emily
Rassam

Kestra Advisory Services, LLC

CRD#5365217
Investment Advisor
in Charlotte, NC
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About this Advisor

Emily Rassam is a certified financial planner working out of Charlotte, North Carolina, with 11 years of financial industry experience. Rassam is an advisor for Kestra Advisory Services, LLC. Throughout their career, they have worked at Sage Rutty & Co., Inc, Country Club Of Rochester, Principal Life Insurance Company, Princor Financial Services Corporation and Kestra Investment Services, LLC. Rassam holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Kestra Advisory Services, LLC is a registered investment firm that has its headquarters in Charlotte, North Carolina. The firm has offices in 513 locations and a total of 1,231 people on staff. It manages $20 billion in total assets across its 75,277 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 84 charities and foundations. Of its 75,277 client accounts, just 12% are held by high-net-worth investors who have more than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are offered. However, fee types charged by Kestra Advisory Services, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1901 Roxborough Rd, Suite 300
Charlotte, NC 28211

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

NC Average: $3,042,739,679
Total Number of Employees

1,291

NC Average: 49
Total Number of Accounts

81,360

NC Average: 2,315
Average Account Size

$267,280

NC Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Emily Rassam Work History

Emily has 11 years of experience.

2018 - Present (1 year)

Kestra Investment Services, LLC

2013 - 2018 (5 years)

Principal Life Insurance Company

2013 - 2018 (5 years)

Princor Financial Services Corporation

2009 - 2010 (1 year)

Country Club Of Rochester

2007 - 2013 (6 years)

Sage Rutty & Co., Inc

Disclosures

Emily Rassam has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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