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Emily Grace Genor

Emily G. Genor

BECKER CAPITAL MANAGEMENT
Portland, OR 97204-3740
Some features on this profile are disabled
CRD#: 4047112
Emily Grace Genor

Professional summary

Emily Grace Genor, CFP®, who also goes by Emily Grace Aronow, Emily Grace Genor Mrs., is a registered financial advisor currently at BECKER CAPITAL MANAGEMENT, INC. located in Portland, Oregon.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Emily has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emily Grace Aronow | Emily Grace Genor Mrs.

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 Emily Grace Genor's CRS (Customer Relationship Summary).
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: 2021

Experience

Current

May 12, 2024 - Present

BECKER CAPITAL MANAGEMENT, INC.

Office #1: 1211 Sw 5th Avenue Suite 2185, Portland, OR 97204-3740
RIA
CRD#: 110489
Portland, OR
Past

April 4, 2023 - May 1, 2024

VISTA CAPITAL PARTNERS, INC.

RIA
CRD#: 114913
PORTLAND, OR
Past

April 20, 2016 - March 27, 2023

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
LAKE OSWEGO, OR
Past

June 2, 2015 - April 8, 2016

MORGAN STANLEY

RIA
CRD#: 149777
PORTLAND, OR
Past

May 6, 2015 - April 8, 2016

MORGAN STANLEY

BD
CRD#: 149777
PORTLAND, OR
Past

January 2, 2000 - February 24, 2000

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BECKER CAPITAL MANAGEMENT, INC.
BECKER CAPITAL MANAGEMENT INC | BECKER CAPITAL MANAGEMENT, INC.

CRD#: 110489 / SEC#: 801-11781

RIA
Registered Investment Advisory firm - (4/19/1977 Approved)

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
Oregon
(5/12/2024)
IAR
Washington
(5/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/2/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/6/2015
General Securities Representative Examination

Current Firm

BC
BECKER CAPITAL MANAGEMENT, INC.
BECKER CAPITAL MANAGEMENT INC | BECKER CAPITAL MANAGEMENT, INC.

CRD#: 110489 / SEC#: 801-11781

RIA
Registered Investment Advisory firm - (4/19/1977 Approved)
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Contact information

Main Address
1211 Sw 5th Avenue Suite 2185, Portland, OR 97204-3740
Mailing Address
Phone number
(503) 223-1720
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BECKER CAPITAL MANAGEMENT, INC. - FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,019
AUM (Assets Under Management)$ 4,982,543,115

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report
09/24/2024
Cover Page
Report
10/25/2023
Cover Page
Report
01/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

BECKER CAPITAL MANAGEMENT, INC.

CRD#: 110489Portland, OR 97204-3740

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