Emily Kamen (CRD# 6532996) is an Investment Advisor Representative working at Mercadien Asset Management, LLC in Hamilton, NJ and has over 7 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.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercadien Secrities LLC | Hamilton, NJ | Jan 2021 - Current | 3 |
| Rbc Capital Markets, LLC | New York, NY | Feb 2016 - Jan 2021 | 4 |
| Hofstra University | Hempstead, NY | Jun 2012 - May 2016 | 3 |
| Rbc Wealth Management | Minneapolis, MN | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- NJ
- PA
-
Total Assets Under Management243MILLIONS
-
Total Number of Accounts570ACCOUNTS
-
Average Account Value$426,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CT, DC, FL, NC, NH, NJ, NY, PA, SC
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