Emily
Weed
Emerald Advisors, LLC
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About this Advisor
Emily Weed is a certified financial planner working out of Bellevue, Washington with 4 years of relevant experience. Weed currently works for Emerald Advisors, LLC. Over the course of their career, Weed has held roles at University Of Washington, Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Nordstrom, Bank Of America, N.A, Emerald Advisors, LLC, M.S. Howells & Co and Extended Travel. Weed maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is registered to advise clients in Texas and Washington. Emerald Advisors, LLC is a registered investment company based in Bellevue, WA. It administers $492 million in assets among its 644 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 644 customer accounts, 62% belong to high-net-worth investors who have greater than $1 million in investable assets. Emerald Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees billed by Emerald Advisors, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emerald Advisors, LLC Brokerage Details
$491,875,842
7
644
$763,782
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Emily Weed Work History
Emily has been registered as a financial advisor for 4 years.*
Emerald Advisors, LLC
M.S. Howells & Co
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Axa Advisors, LLC
Extended Travel
Nordstrom
University Of Washington
*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 Weed 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 Emerald Advisors, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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.
