Emily Renae Raymond
Investment adviser representative at Regent Peak Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$785.9MFirm assets
7 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
- Pension consulting
Experience
10 years in the industry.
- Purshe Kaplan Sterling InvestmentsNov 2020 to now
- Regent Peak Wealth Advisors, LLCMay 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
Regent Peak Wealth Advisors, LLC
$785.9MAssets managed
223Clients
9Advisers
7 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
- 6478827
- Firm CRD
- 298259