Emily Kamen, financial advisor Hamilton NJ

Emily Kamen

CRD Number: 6532996
Current Firm: Mercadien Asset Management, LLC

Emily Kamen (CRD# 6532996) is an Investment Advisor Representative working at Mercadien Asset Management, LLC in Hamilton, NJ and has over 4 years of experience in the finance industry. Emily Kamen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rbc Capital Markets, LLC New York, NY Feb 2016 - May 2016 < 1
Hofstra University Hempstead, NY Jun 2012 - May 2016 3
Rbc Wealth Management Minneapolis, MN Jun 2015 - Aug 2015 < 1
Pennsbury High School Fairless Hills, PA Jun 2008 - Jun 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Emily R. Kamen
Phone Number: 609-689-9700
Firm Website: https://mercadien.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    241
    MILLIONS
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $393,148
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CT, DC, FL, NC, NH, NJ, NY, PA

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