Emily Newman (CRD# 7098117) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New York City, NY and has over 4 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | New York, NY | Oct 2023 - Current | < 1 |
| Charles Schwab Bank, Ssb | New York, NY | Oct 2023 - Current | < 1 |
| N/a | New York, NY | Jul 2023 - Oct 2023 | < 1 |
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Apr 2018 - Jun 2023 | 5 |
| Indiana University Bloomington | Bloomington, IN | Aug 2015 - Dec 2018 | 3 |
| Trilogy Health Services | Noblesville, IN | May 2018 - Aug 2018 | < 1 |
| Odyssey Online | Bloomington, IN | May 2017 - Nov 2017 | < 1 |
| Indiana State Senate | Indianapolis, IN | Dec 2016 - Mar 2017 | < 1 |
| Pittsburgh Youth Ballet Company & School | Mcmurray, PA | Jun 2015 - Aug 2015 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2014 - May 2015 | < 1 |
| Canon Mcmillan High School | Canonsburg, PA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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