Marilyn Soffer, financial advisor Boynton Beach FL

Marilyn Soffer

CRD Number: 6182812
Current Firm: Emk Investment Advisors, LLC

Marilyn Soffer (CRD# 6182812) is an Investment Advisor Representative working at Emk Investment Advisors, LLC in Boynton Beach, FL and has over 9 years of experience in the finance industry.

Similar Advisors
Robert Burns, financial advisor Boynton Beach FL
Robert Burns
CRD# 1690782
J.p. Morgan Securities LLC
Similar Advisors
Guy Abbanat, financial advisor Boynton Beach FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Similar Advisors
Ali Abbas, financial advisor Boynton Beach FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Stem Power Inc. Boca Raton, FL Feb 2018 - Current 6
Young Engineers Boca Delray Fl LLC Boca Raton, FL Jan 2018 - Current 6
Emk Investments Advisors, LLC Boca Raton, FL Mar 2013 - Current 11
Chesed Jewelry LLC Boca Raton, FL Apr 2009 - Current 15
Morris And Gladys Lewy Family Foundation Inc. Boca Raton, FL Jan 2007 - Current 17
Emk Group LLC Boca Raton, FL Aug 1998 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Marilyn L. Soffer
Phone Number: 917-353-1453
Registered State(s):
  • FL
Current Firm Details
Emk Investment Advisors, LLC
Firm's CRD Number: 167474
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $590,751
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.