Michael J. Mcferran

EMERALD ADVISORS

Bellevue, WA 98004

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CRD#: 5384023

Professional summary

Michael J Mcferran, who also goes by Michael James Mcferran, is a registered financial advisor currently at EMERALD ADVISORS, LLC located in Bellevue, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael James Mcferran

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 Michael J Mcferran'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®

None

Experience

Current

October 16, 2025 - Present

EMERALD ADVISORS, LLC

Office #1: 3055 112th Ave Ne Suite 206, Bellevue, WA 98004

RIA

CRD#: 305125

Bellevue, WA

Past

June 30, 2008 - October 3, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BELLEVUE, WA

Past

June 30, 2008 - October 3, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BELLEVUE, WA

Past

January 30, 2008 - April 29, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SEATTLE, WA

Past

November 16, 2007 - April 29, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

SEATTLE, WA

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".

EMERALD ADVISORS, LLC

EMERALD ADVISORS, LLC | THE SMITH GROUP MULTI FAMILY OFFICE | THE SMITH GROUP

CRD#: 305125 / SEC#: 801-117515

RIA

Registered Investment Advisory firm - (10/24/2019 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

Texas
(10/16/2025)

IAR

Washington
(10/16/2025)

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 66

Date: 1/28/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2007

General Securities Representative Examination

Current Firm

EMERALD ADVISORS, LLC

EMERALD ADVISORS, LLC | THE SMITH GROUP MULTI FAMILY OFFICE | THE SMITH GROUP

CRD#: 305125 / SEC#: 801-117515

RIA

Registered Investment Advisory firm - (10/24/2019 Approved)

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Contact information

Main Address

3055 112th Ave Ne Suite 206, Bellevue, WA 98004

Mailing Address

Phone number

(425) 458-3853

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR EMERALD ADVISORS, LLC D/B/A THE SMITH GROUP MULTI FAMILY OFFICE (4/2/2025)

Regulatory assets under management

Total Number of Accounts	824
AUM (Assets Under Management)	$ 904,398,476

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2024	Cover Page	Report
11/28/2023	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.

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Advisor Monitoring

Firm Stability Insights

Michael J. Mcferran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Mcferran's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

EMERALD ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/15/2007

Current Firm

EMERALD ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EMERALD ADVISORS, LLC

TRUST BUT VERIFY

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