Carl R. Emerick

EMERICK FINANCIAL PLANNING

Pittsburgh, PA 15241

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CRD#: 3089528

Professional summary

Carl Richard Emerick, CFP® is a registered financial advisor currently at EMERICK FINANCIAL PLANNING, LLC located in Pittsburgh, Pennsylvania.

Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Carl has worked at 3 firms and has passed the Series 65 exam.

Biography

Emerick Financial Planning, LLC is currently accepting new clients.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Insurance Planning

Tax Planning

Estate Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Hourly

Investment Advice without Ongo...

Middle Income Client Needs

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Richard Emerick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

January 4, 2016 - Present

EMERICK FINANCIAL PLANNING, LLC

Office #1: 1580 Mclaughlin Run Road Suite 210, Pittsburgh, PA 15241

RIA

CRD#: 281576

Pittsburgh, PA

Past

October 4, 2002 - June 30, 2015

SENTINEL WEALTH MANAGEMENT, INC.

RIA

CRD#: 122235

RESTON, VA

Past

January 11, 1999 - September 30, 2002

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

RESTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/4/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/21/1998

Uniform Investment Adviser Law Examination

Current Firm

EMERICK FINANCIAL PLANNING, LLC

CRD#: 281576 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (1/4/2016 Approved)

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Contact information

Main Address

1580 Mclaughlin Run Road Suite 210, Pittsburgh, PA 15241

Mailing Address

Phone number

(412) 419-1905

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Carl R. Emerick

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Richard Emerick's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERICK FINANCIAL PLANNING, LLC

SENTINEL WEALTH MANAGEMENT, INC.

RONALD BLUE & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/1998

Current Firm

EMERICK FINANCIAL PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

EMERICK FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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