LL
LL

Lisa Miller Lake Langley

4 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
7 clients
Average Client Portfolio
$16.1M average
Assets Under Management
$112.8M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

500 Pearl Street, Suite 740, Buffalo, NY, 14202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lisa is the owner, Chief Compliance Officer, and Chief Executive Officer of Emerge Canada, Inc., an investment fund manager since 2019. The firm manages and sponsors 6 ETFs, utilizing investment strategies of ARK Invest under a sub-advisory agreement.

Employment History
Current Registrations
Emerge Capital Management
August 2021 - Present · 4 yrs 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.