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EM

Emily E. Maretsky

EDUCATED FINANCIAL PLANNING
Astoria, NY
Some features on this profile are disabled
CRD#: 7835644
EM

Professional summary

Emily Elizabeth Maretsky, who also goes by Emily Maretsky, is a registered financial advisor currently at EDUCATED FINANCIAL PLANNING located in Astoria, New York.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Emily has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emily Maretsky

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 Elizabeth Maretsky'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

December 15, 2023 - Present

EDUCATED FINANCIAL PLANNING

RIA
CRD#: 329045
Astoria, NY

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
New York
(12/15/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/25/2023
Uniform Investment Adviser Law Examination

Current Firm

EF
EDUCATED FINANCIAL PLANNING
EDUCATED FINANCIAL PLANNING | EDUCATED FINANCIAL PLANNING, LLC

CRD#: 329045 / SEC#:

New York
Registered Investment Advisory firm - (12/15/2023 Approved)
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Contact information

Main Address
Astoria, NY
Mailing Address
Phone number
(203) 415-0148
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts6
AUM (Assets Under Management)$ 180,717

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

EDUCATED FINANCIAL PLANNING

CRD#: 329045Astoria, NY

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