Emily S. Lassiter
INDIVISIBLE PARTNERS | Senior Private Wealth Advisor
Birmingham, AL 35223
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CRD#: 7277248
Professional summary
Emily Stoddard Lassiter, who also goes by Emily Renee Stoddard, is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Birmingham, Alabama.
Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Emily has worked at 2 firms and has passed the Series 65 exam.
Biography
I grew up in Montgomery, AL and received my business degree from Auburn University before graduating from the University of Alabama School of Law Magna Cum Laude in 2000.
After graduation, I went into private practice for several years before managing pending litigation for a captive insurance group that insured long-term care facilities.
In 2018 I made the decision to shift my career and become a financial advisor. I lost my husband in 2013 in an accident and learned firsthand the value of having a trusted advisor to help you devise a long-term plan and carry it out. As a result, my practice leans heavily towards planning.
I enjoy getting to know my clients, learning about their goals and dreams. My passion is empowering them to craft and implement a plan to achieve their goals.
When not serving clients, I spend my time parenting my two teenage daughters. We love to travel and explore all that the world has to offer. My goal with my children is the same as it is with my clients: to give them the tools they need to face any situation that life brings and to do so gracefully and integrity.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Emily Renee Stoddard
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.
CRS (Client Relationship Summary) - RIA
Click below to view Emily Stoddard Lassiter'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®
NoneExperience
Current
June 2, 2025 - Present
INDIVISIBLE PARTNERS
Office #1: 2231 20th Avenue South Suite 200, Birmingham, AL 35223RIA
CRD#: 332431
Birmingham, AL
Past
August 24, 2020 - June 2, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Birmingham, AL
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".
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC
CRD#: 332431 / SEC#: 801-131364
RIA
Registered Investment Advisory firm - (11/1/2024 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
Alabama(6/2/2025)
IAR
South Carolina(6/3/2025)
IAR
Virginia(6/3/2025)
Current Firm
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC
CRD#: 332431 / SEC#: 801-131364
RIA
Registered Investment Advisory firm - (11/1/2024 Approved)PREMIUM
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Contact information
Main Address
114 Turner Street, Clearwater, FL 33756
Mailing Address
Phone number
(732) 306-5490
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,224 |
| AUM (Assets Under Management) | $ 1,546,665,076 |
Red Flags
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Company Information
INDIVISIBLE PARTNERS
Senior Private Wealth AdvisorCRD#: 332431Birmingham, AL 35223TRUST BUT VERIFY
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