Emily Amanda Weed
Investment adviser representative at Emerald Advisors, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$941.4MFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Emerald Advisors, LLCNov 2019 to now
- M.S. Howells & CoNov 2019 to now
- Bank of America, N.A.Jul 2017 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Nov 2019
- AXA Advisors, LLCAug 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (TX, VA, WA).
Emerald Advisors, LLC
$941.4MAssets managed
216Clients
4Advisers
6 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
- 6682778
- Firm CRD
- 305125