Emily Maretsky, financial advisor Astoria NY

Emily Maretsky

CRD Number: 7835644
Current Firm: Educated Financial Planning

Emily Maretsky (CRD# 7835644) is an Investment Advisor Representative working at Educated Financial Planning in Astoria, NY and has 1 year of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Educated Financial Planning, LLC Astoria, NY Nov 2023 - Current < 1
Teacher Financial Coach, LLC Astoria, NY Jun 2021 - Current 2
Energy Tech High School/nyc Department Of Education Queens, NY Sep 2019 - Sep 2023 4
Brooklyn Emerging Leaders Academy Brooklyn, NY Aug 2017 - Aug 2019 2
Oracle Education Foundation Redwood Shores, CA Jul 2018 - Jul 2019 1
Ruamrudee International School Min Buri, Jul 2016 - Jun 2017 < 1
Millennium Brooklyn High School/nyc Department Of Education Brooklyn, NY Sep 2013 - Aug 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Emily E. Maretsky
Phone Number: 203-415-0148
Registered State(s):
  • NY
Current Firm Details
Educated Financial Planning
Firm's CRD Number: 329045
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NY

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