Emily Downie (CRD# 7629512) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Upper Marlboro, MD and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Motley Fool Wealth Management | Alexandria, VA | Jun 2018 - Current | 5 |
| Charles County Public Schools - Mattawoman Middle School | Waldorf, MD | Aug 2017 - Jun 2018 | < 1 |
| Population Association Of America | Alexandria, VA | Jun 2017 - Aug 2017 | < 1 |
| Childcare | Polling, | Aug 2016 - Jun 2017 | < 1 |
| Teagan's Steak And Seafood | Rensselaer, NY | May 2016 - Aug 2016 | < 1 |
| University Of Rochester - Connections Cafe | Rochester, NY | Aug 2015 - May 2016 | < 1 |
| University Of Rochester - Laboratory For Laser Energetics | Rochester, NY | May 2014 - Aug 2015 | 1 |
| University Of Rochester - Department Of Chemistry | Rochester, NY | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CO
- MD
- VA
-
Total Assets Under Management1,877MILLIONS
-
Total Number of Accounts4,627ACCOUNTS
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Average Account Value$405,629
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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