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Emily Amanda Weed

Emily A. Weed

EMERALD ADVISORS
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 6682778
Emily Amanda Weed

Professional summary

Emily Amanda Weed, CFP®, who also goes by Emily Amanda Weed, Emily Weed, is a registered financial advisor currently at EMERALD ADVISORS, LLC located in Bellevue, Washington.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Emily has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emily Amanda Weed | Emily Weed

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 Amanda Weed'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

November 1, 2019 - Present

EMERALD ADVISORS, LLC

Office #1: 3055 112th Ave Ne Suite 206, Bellevue, WA 98004
RIA
CRD#: 305125
Bellevue, WA
Past

August 9, 2017 - November 15, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BELLEVUE, WA
Past

July 14, 2017 - November 15, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BELLEVUE, WA
Past

August 8, 2016 - June 14, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BELLEVUE, WA

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".
EA
EMERALD ADVISORS, LLC
EMERALD ADVISORS, LLC | THE SMITH GROUP MULTI FAMILY OFFICE | THE SMITH GROUP

CRD#: 305125 / SEC#: 801-117515

RIA
Registered Investment Advisory firm - (10/24/2019 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
District of Columbia
(6/24/2024)
IAR
Texas
(11/1/2019)
IAR
Washington
(11/1/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/19/2016
Uniform Securities Agent 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: 8/7/2016
General Securities Representative Examination

Current Firm

EA
EMERALD ADVISORS, LLC
EMERALD ADVISORS, LLC | THE SMITH GROUP MULTI FAMILY OFFICE | THE SMITH GROUP

CRD#: 305125 / SEC#: 801-117515

RIA
Registered Investment Advisory firm - (10/24/2019 Approved)
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Contact information

Main Address
3055 112th Ave Ne Suite 206, Bellevue, WA 98004
Mailing Address
Phone number
(425) 458-3853
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (15 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR EMERALD ADVISORS, LLC D/B/A THE SMITH GROUP MULTI FAMILY OFFICE (4/2/2025)

Regulatory assets under management

Total Number of Accounts824
AUM (Assets Under Management)$ 904,398,476

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/26/2025
Cover Page
Report
09/25/2024
Cover Page
Report
11/28/2023
Cover Page
Report

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

EMERALD ADVISORS, LLC

CRD#: 305125Bellevue, WA 98004

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