Emily B. Levine

AAF WEALTH MANAGEMENT

Westborough, MA 01581

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CRD#: 5962404

Professional summary

Emily Bard Levine is a registered financial advisor currently at AAF WEALTH MANAGEMENT, LLC located in Westborough, Massachusetts.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Emily has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bard Levine'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

February 7, 2020 - Present

AAF WEALTH MANAGEMENT, LLC

Office #1: 50 Washington Street, Westborough, MA 01581

RIA

CRD#: 164646

Westborough, MA

Past

September 21, 2016 - May 16, 2018

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Westborough, MA

Past

May 25, 2016 - May 16, 2018

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Westborough, MA

Past

October 18, 2011 - December 31, 2015

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

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".

AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT

CRD#: 164646 / SEC#: 801-76885

RIA

Registered Investment Advisory firm - (7/24/2012 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

Massachusetts
(2/7/2020)

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

State Security Law Exam

IAR

Series 65

Date: 9/9/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/2011

General Securities Representative Examination

Current Firm

AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT

CRD#: 164646 / SEC#: 801-76885

RIA

Registered Investment Advisory firm - (7/24/2012 Approved)

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Contact information

Main Address

50 Washington Street, Westborough, MA 01581

Mailing Address

Phone number

(508) 366-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	806
AUM (Assets Under Management)	$ 607,331,627

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 B. Levine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Bard Levine's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

EATON VANCE DISTRIBUTORS, INC.

Primary Firm SEC Registration

AAF WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2016

Series 63

Date: 5/23/2013

SIE

Date: 5/16/2018

Series 7

Date: 10/17/2011

Current Firm

AAF WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AAF WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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