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ES

Emily G. Shaw

EFCG TRANSACTION SERVICES LLC
DENVER, CO 80212
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CRD#: 6365820
ES

Professional summary


Emily Gerber Shaw, who also goes by Emily Michaels Gerber, Emily Gerber, Emily Gerber Shaw, is a registered financial professional currently at EFCG TRANSACTION SERVICES LLC located in Denver, Colorado.

Emily is registered as a RR (Registered Representative) and started their career in finance in 2015. Emily has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 79 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Emily Michaels Gerber | Emily Gerber | Emily Gerber Shaw

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) - BD


Click below to view Emily Gerber Shaw'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

June 27, 2025 - Present

EFCG TRANSACTION SERVICES LLC

Office #1: 4915 W 31st Ave, Denver, CO 80212
BD
CRD#: 333770
DENVER, CO
Past

April 6, 2025 - June 30, 2025

BRITEHORN SECURITIES

BD
CRD#: 36402
DENVER, CO
Past

August 19, 2015 - April 20, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/25/2025)
RR
Colorado
(7/18/2025)
RR
Florida
(9/16/2025)
RR
Iowa
(9/25/2025)
RR
Massachusetts
(10/2/2025)
RR
Nebraska
(9/25/2025)
RR
New York
(9/25/2025)
RR
Pennsylvania
(9/25/2025)
RR
Texas
(10/7/2025)
RR
Wisconsin
(9/25/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/25/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/6/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/30/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


ET
EFCG TRANSACTION SERVICES LLC
EFCG TRANSACTION SERVICES LLC

CRD#: 333770 / SEC#: , 8-71307

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
4915 W 31st Ave, Denver, CO 80212
Mailing Address
4915 W 31st Ave, Denver, CO 80212
Phone number
(212) 752-2203
Established
Delaware since 08/07/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
THE ENVIRONMENTAL FINANCIAL CONSULTING GROUP, LLCOWNER OF EFCG TRANSACTION SERVICES LLC
BARCLAY, JESSICA RENEE ZOFNASSCEO & AMLCO5372543
SHAW, EMILY GERBERCCO & PRINCIPAL6365820
THORNTON, STEVEN LEEPFO & FINOP4496384

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


EFCG TRANSACTION SERVICES LLC

CRD#: 333770Denver, CO 80212

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