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Emily Kathryn Barbe

Emily K. Barbe

FAAV
Miami, FL
Some features on this profile are disabled
CRD#: 5952213
Emily Kathryn Barbe

Professional summary

Emily Kathryn Barbe, CFP®, who also goes by Emily Barbe, is a registered financial advisor currently at FAAV located in Miami, Florida and DOMAIN MONEY ADVISORS, LLC located in Miami, Florida.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Emily has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emily Barbe

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.
**(1) Co-Owner; MWEB Ventures Inc. DBA The Gardens of Weber Manor; 157th Ave, Miami, FL, 33170; Wedding and event planning; Not investment related; for profit; Start Date April 2021; 4 hours per month not during trading hours.**-- --**(2) Founder and COO, Manager/CERTIFIED FINANCIAL PLANNER; FAAV Finance As A Verb, LLC; 157th Ave, Miami, FL 33170; Providing flat-fee financial planning and investment management; Investment related; for profit; Start Date of business February 2023 with registration as an IAR effective June 2023; approximately 10 hours per month during trading hours; I have 6 legacy clients from when I was running FAAV full time. I provide financial planning and investment advice. I do not bring in any new clients to this business.**-- --**(3) Employee, CERTIFIED FINANCIAL PLANNER; Domain Money; 594 Broadway, New York, NY 10012; Financial services/financial planning for a flat fee; Investment related but does not manage money; for profit; Start Date April 2025, approximately 40 hours per week during normal business hours; I provide financial advice to Domain Money's clients.**-- --**(4) IAR, CERTIFIED FINANCIAL PLANNER; Cardone Wealth Advisors, LLC; 18851 NE 29th Avenue, 7th floor, Aventura, FL 33180; Financial services/financial planning for a flat fee; Investment related but does not manage money; for profit; Start Date July 2025; will spend approximately 5-10 hours per week during normal business hours; I will provide financial advice to Cardone Wealth Advisors' clients.**

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Kathryn Barbe'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: 2017

Experience

Current

June 26, 2023 - Present

FAAV

RIA
CRD#: 325450
Miami, FL
Current

April 20, 2025 - Present

DOMAIN MONEY ADVISORS, LLC

RIA
CRD#: 316434
Miami, FL
Past

October 21, 2021 - February 9, 2023

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CORAL GABLES, FL
Past

October 21, 2021 - February 9, 2023

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CORAL GABLES, FL
Past

November 27, 2012 - October 22, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

August 21, 2012 - October 22, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
California
(9/3/2025)
IAR
Florida
(6/26/2023)
IAR
New York
(4/8/2024)
IAR
Texas
(9/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/24/2012
Uniform Combined 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: 8/20/2012
General Securities Representative Examination

Current Firm

FA
FAAV
FAAV | FAAV FINANCE AS A VERB LLC

CRD#: 325450 / SEC#:

Florida
Registered Investment Advisory firm - (6/26/2023 Approved)
New York
Registered Investment Advisory firm - (4/8/2024 Approved)
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Contact information

Main Address
Miami, FL
Mailing Address
Phone number
(305) 906-2174
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts17
AUM (Assets Under Management)$ 1,843,434

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

FAAV

CRD#: 325450Miami, FL

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