Emanuel L. Girardi
Professional summary
Emanuel Luca Girardi, who also goes by Emanuel Girardi, is a registered financial advisor currently at KAISER PARTNER FINANCIAL ADVISORS LTD. .
Emanuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Emanuel has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Emanuel Luca Girardi's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2024 - Present
KAISER PARTNER FINANCIAL ADVISORS LTD.
Office #1: 16 Freigutstrasse, Zürich 8002Primary Firm SEC Registration
KAISER PARTNER FINANCIAL ADVISORS LTD.
CRD#: 149431 / SEC#: 801-70234
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/12/2024)
(1/27/2025)
(9/3/2024)
(1/27/2025)
(6/12/2024)
(6/12/2024)
(6/12/2024)
Exams
Current Firm
KAISER PARTNER FINANCIAL ADVISORS LTD.
CRD#: 149431 / SEC#: 801-70234
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 287 |
| AUM (Assets Under Management) | $ 981,665,158 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 04/15/2025 | ||
| 03/27/2024 | ||
| 04/18/2023 |
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.
