Emily Deblase

ORGANIC WEALTH

COLUMBUS, OH

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CRD#: 6860779

Professional summary

Emily Deblase, who also goes by Emily Kay Deblase, Emily Kay Zeller, is a registered financial advisor currently at ORGANIC WEALTH, LLC located in Columbus, Ohio.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Emily has worked at 4 firms and has passed the Series 63, Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily Kay Deblase | Emily Kay Zeller

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 Deblase'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

August 27, 2024 - Present

ORGANIC WEALTH, LLC

RIA

CRD#: 331383

COLUMBUS, OH

Past

March 31, 2023 - August 30, 2024

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

COLUMBUS, OH

Past

December 6, 2019 - June 16, 2021

GERBER, LLC

RIA

CRD#: 120039

COLUMBUS, OH

Past

October 6, 2017 - June 28, 2019

BUDROS, RUHLIN & ROE

RIA

CRD#: 106536

COLUMBUS, OH

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

Ohio
(8/27/2024)

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

Series 63

Date: 5/22/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/31/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/2/2020

Securities Industry Essentials Examination

Current Firm

ORGANIC WEALTH, LLC

CRD#: 331383 / SEC#:

Ohio

Registered Investment Advisory firm - (8/27/2024 Approved)

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Contact information

Main Address

Columbus, OH

Mailing Address

4737 Reed Road Pmb 119, Upper Arlington, OH 43220

Phone number

(614) 412-4611

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 1,983,433

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 Deblase

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ORGANIC WEALTH, LLC

THE HUNTINGTON INVESTMENT COMPANY

GERBER, LLC

BUDROS, RUHLIN & ROE

State Registrations and Notice Filings

Exams

Series 63

Date: 5/22/2023

Series 65

Date: 8/31/2017

SIE

Date: 6/2/2020

Current Firm

ORGANIC WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORGANIC WEALTH, LLC

TRUST BUT VERIFY

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