Emily Sobut, financial advisor Deerfield IL

Emily Sobut

CRD Number: 5348201
Current Firm: The Ayco Company, LP

Emily Sobut (CRD# 5348201) is an Investment Advisor Representative working at The Ayco Company, LP in Deerfield, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ayco/goldman Sachs & Company LLC New York, NY Jan 2021 - Current 3
The Ayco Company, L.p./mercer Allied Lake Forest, IL Jun 2008 - Jan 2021 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Emily A. Sobut
Phone Number: 518-886-4000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    25,870
    MILLIONS
  • Total Number of Accounts
    46,004
    ACCOUNTS
  • Average Account Value
    $562,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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