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ED

Emily E. Downie

MOTLEY FOOL WEALTH MANAGEMENT
Upper Marlboro, MD
Some features on this profile are disabled
CRD#: 7629512
ED

Professional summary

Emily E Downie is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in Upper Marlboro, Maryland.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Emily has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 E Downie'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®
None

Experience

Current

November 14, 2022 - Present

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA
CRD#: 165689
Upper Marlboro, MD

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".
MF
MOTLEY FOOL WEALTH MANAGEMENT, LLC
MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA
Registered Investment Advisory firm - (2/11/2013 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
Colorado
(11/14/2022)
IAR
Maryland
(11/14/2022)
IAR
Virginia
(11/14/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/26/2022
Uniform Investment Adviser Law Examination

Current Firm

MF
MOTLEY FOOL WEALTH MANAGEMENT, LLC
MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA
Registered Investment Advisory firm - (2/11/2013 Approved)
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Contact information

Main Address
2000 Duke Street Second Floor, Alexandria, VA 22314
Mailing Address
Phone number
(844) 408-4390
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (53 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

PART 2 COMBINED BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts4,406
AUM (Assets Under Management)$ 2,179,069,480

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

MOTLEY FOOL WEALTH MANAGEMENT, LLC

CRD#: 165689Upper Marlboro, MD

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