Emily M Bandoni
Investment adviser representative at Gainline Financial Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$348.6MFirm assets
Are you Emily M Bandoni? Claim your profile
Contact this firm
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.
- Gainline Financial Partners, LLCJul 2026 to now
- Fidelity InvestmentsJun 2020 to Jul 2026
- Cathedral High SchoolAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Gainline Financial Partners, LLC
$348.6MAssets managed
998Clients
7Advisers
3 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
- 7265359
- Firm CRD
- 326716