Emily Boothroyd (CRD# 5942142) is an Investment Advisor Representative working at Merit Financial Advisors in Wilton, CT and has over 12 years of experience in the finance industry. Emily Boothroyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6255377
Abbondandolo Wealth Management Corp
CRD# 2915697
Abbondandolo Wealth Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merit Financial Group, LLC | Alpharetta, GA | Nov 2019 - Current | 4 |
| Lpl Financial, LLC | Wilton, CT | Jan 2016 - Current | 8 |
| Private Advisor Group, LLC | Wilton, CT | Dec 2015 - Nov 2019 | 3 |
| Westport Resources | Westport, CT | Oct 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
| S63 | Uniform Securities State Law Examination | Jan 2016 |
- CT
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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