Emily Boothroyd is a CFP-designated registered investment advisor, based in Wilton, CT, with 14 years of industry experience. Emily is also registered as a broker, so some compensation may come from commissions on products sold.
Location
195 Danbury Rd., Suite 140, Wilton, CT, 06897
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Emily is an investment advisor representative with Merit Financial Advisors since 2019, spending about half her time on this. She also provides fixed insurance advice as an agent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Westport Resources Management INC
Delessert Financial Services INC
Sontag Advisory LLC
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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