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Emanuel Luca Girardi

Investment adviser representative at Kaiser Partner Financial Advisors Ltd.
10 yearsExperience
7 statesRegistered in
CFADesignation
$1.8BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Kaiser Partner Financial Advisors Ltd.Jul 2020 to now
  2. Kaiser Partner Privatbank AgJan 2017 to Jun 2020
  3. Military ServiceJul 2016 to Nov 2016

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 7 states (CA, DE, FL, NH, NY, TX, WA).

Kaiser Partner Financial Advisors Ltd.

$1.8BAssets managed
215Clients
1Advisers
17 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
7288013
Firm CRD
149431
Advisor's SEC record (opens in a new tab)
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