Emily J. Sumner

GILDER PARTNERS FOR GROWTH

Raleigh, NC 27603

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CRD#: 5294560

Professional summary

Emily Jane Sumner, who also goes by Emily Wood Bryant, Emily Bryant, Emily Jane Wood, is a registered financial advisor currently at GILDER PARTNERS FOR GROWTH, LLC located in Raleigh, North Carolina.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Emily has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily Wood Bryant | Emily Bryant | Emily Jane Wood

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 Jane Sumner'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®

None

Experience

Current

April 7, 2020 - Present

GILDER PARTNERS FOR GROWTH, LLC

Office #1: 1 Glenwood Avenue 5th Floor, Wework, Raleigh, NC 27603

RIA

CRD#: 306620

Raleigh, NC

Past

April 24, 2007 - September 5, 2007

SIGNATOR INVESTORS, INC.

CRD#: 468

TOLEDO, OH

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

North Carolina
(4/7/2020)

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

General Industry/Product Exam

Series 7

Date: 4/23/2007

General Securities Representative Examination

Current Firm

GILDER PARTNERS FOR GROWTH, LLC

CRD#: 306620 / SEC#:

North Carolina

Registered Investment Advisory firm - (4/7/2020 Approved)

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Contact information

Main Address

1 Glenwood Avenue 5th Floor, Wework, Raleigh, NC 27603

Mailing Address

Phone number

(919) 680-3608

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 56,154,721

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.

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Emily J. Sumner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Jane Sumner's CRS (Customer Relationship Summary).

Certified licenses

Experience

GILDER PARTNERS FOR GROWTH, LLC

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 4/23/2007

Current Firm

GILDER PARTNERS FOR GROWTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GILDER PARTNERS FOR GROWTH, LLC

TRUST BUT VERIFY

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