AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ES

Emily J. Sumner

GILDER PARTNERS FOR GROWTH
Raleigh, NC 27603
Some features on this profile are disabled
CRD#: 5294560
ES

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.

BD
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)

Exams

General Industry/Product Exam
RR
Series 7
Date: 4/23/2007
General Securities Representative Examination

Current Firm

GP
GILDER PARTNERS FOR GROWTH, LLC
GILDER PARTNERS FOR GROWTH, LLC

CRD#: 306620 / SEC#:

North Carolina
Registered Investment Advisory firm - (4/7/2020 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 73,436,165

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

GILDER PARTNERS FOR GROWTH, LLC

CRD#: 306620Raleigh, NC 27603

TRUST BUT VERIFY

Monitor Emily Sumner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Daniel Brian Conklin
Daniel ConklinAdvisorCheck Check Mark
HUNTER STREET INVESTMENT ADVISORS LLC
IAR
Apex, NC
Daniel Scott Braddock
Daniel BraddockAdvisorCheck Check Mark
ALMEGA WEALTH MANAGEMENT
IAR
Raliegh, NC
LH
Laird HepburnAdvisorCheck Check Mark
BSG ADVISERS
IAR
Apex, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.