Marilyn L. Soffer

EMK INVESTMENT ADVISORS

Boynton Beach, FL

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CRD#: 6182812

Professional summary

Marilyn Lewy Soffer, who also goes by Marilyn Soffer, is a registered financial advisor currently at EMK INVESTMENT ADVISORS, LLC located in Boynton Beach, Florida.

Marilyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Marilyn has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marilyn Soffer

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.

MORRIS AND GLADYS LEWY FAMILY FOUNDATION INC, NON-INVESTMENT RELATED, 4861 TALLOWOOD LANE, BOCA RATON, FL 33487, DIRECTOR, 2007 - PRESENT, SPENDS 5 HOURS A MONTH. EMK GROUP LLC, INVESTMENT RELATED, 4861 TALLOWOOD LANE, BOCA RATON, FL 33487, INVESTMENT MANAGEMENT MEDICAL RECEIVABLE FINANCE, OWNER, 08/1998 - PRESENT, SPENDS 0 HOURS A MONTH (CURRENTLY INACTIVE).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marilyn Lewy Soffer'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

October 28, 2014 - Present

EMK INVESTMENT ADVISORS, LLC

RIA

CRD#: 167474

Boynton Beach, FL

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

Florida
(10/28/2014)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/2014

Uniform Investment Adviser Law Examination

Current Firm

EMK INVESTMENT ADVISORS, LLC

CRD#: 167474 / SEC#:

Florida

Registered Investment Advisory firm - (10/27/2014 Approved)

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Contact information

Main Address

Boynton Beach, FL

Mailing Address

Phone number

(917) 353-1453

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 2,822,896

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Marilyn L. Soffer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marilyn Lewy Soffer's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMK INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2014

Current Firm

EMK INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EMK INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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