Emily clare Ambrose Cafasso
Investment adviser representative at Compass Wealth Management LLC
17 yearsExperience
1 stateRegistered in
$682.5MFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Compass Wealth Management, LLCAug 2023 to now
- Coastal Bridge AdvisorsMay 2020 to Aug 2023
- Llbh Private Wealth Management, LLCMar 2009 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CT).
Compass Wealth Management LLC
$682.5MAssets managed
375Clients
6Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5859840
- Firm CRD
- 106289