Emergent Wealth Advisors, LLC
Emergent Wealth Advisors, LLC (CRD# 174845) is a financial advisory firm headquartered in Williamsville, NY. They manage $170,938,912 in 888 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management171MILLION
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Total Number of Accounts888ACCOUNTS
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Average Account Value$192,499
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NY
Nicholas Efthemis (CRD# 2821400) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 27 years of experience in the finance industry.
Charles Hanny (CRD# 2982732) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 26 years of experience in the finance industry.
Andrew Kiefer (CRD# 6484509) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 8 years of experience in the finance industry.
Jeremy Wagner (CRD# 7036635) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 2 years of experience in the finance industry.