Emily M. Delgado

IRONWOOD FINANCIAL

Tucson, AZ 85719

Some features on this profile are disabled

CRD#: 6217956

Professional summary

Emily Marie Delgado, who also goes by Emily Marie Bristow, is a registered financial advisor currently at IRONWOOD FINANCIAL, LLC located in Tucson, Arizona.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Emily has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily Marie Bristow

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.

Since 1/2017, I have been a document preparer at Kruchek Law, a non-investment related entity, located at 1926 E. fort Lowell Rd. Tucson, AZ 85719. I prepare estate drafts and devote approximately 3 hours per month to this entity; none of the time during security trading ours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Marie Delgado'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

August 17, 2020 - Present

IRONWOOD FINANCIAL, LLC

Office #1: 1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719

RIA

CRD#: 151004

Tucson, AZ

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".

IRONWOOD FINANCIAL, LLC

IRONWOOD FINANCIAL, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 151004 / SEC#: 801-70463

RIA

Registered Investment Advisory firm - (8/17/2009 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

Arizona
(8/17/2020)

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: 7/9/2020

Uniform Investment Adviser Law Examination

Current Firm

IRONWOOD FINANCIAL, LLC

IRONWOOD FINANCIAL, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 151004 / SEC#: 801-70463

RIA

Registered Investment Advisory firm - (8/17/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719

Mailing Address

Phone number

(520) 318-4600

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 (2/7/2025)

Regulatory assets under management

Total Number of Accounts	1,667
AUM (Assets Under Management)	$ 574,853,371

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.

Similar Advisors

Chad Lawyer

LIFE STRATEGY PARTNERS

IAR

TUCSON, AZ

Edward Carpenter

UNION CAPITAL COMPANY

IAR

Lake Placid, FL

Brian Mckeighen

FBL WEALTH MANAGEMENT, LLC

IAR

West Des Moines, IA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Emily M. Delgado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Marie Delgado's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONWOOD FINANCIAL, LLC

Primary Firm SEC Registration

IRONWOOD FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2020

Current Firm

IRONWOOD FINANCIAL, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRONWOOD FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors