Emily Benedetto, financial advisor Santa Monica CA

Emily Benedetto

CRD Number: 6849355
Current Firm: Abacus Wealth Partners

Emily Benedetto (CRD# 6849355) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pacific Ocean Pediatrics Santa Monica, CA Dec 2015 - Aug 2017 1
Sugar Paper Los Angeles, CA Feb 2014 - Dec 2015 1
Seven Arrows Elementary Pacific Palisades, CA May 2012 - Feb 2014 1
Sunshine Volleyball Club Pacific Palisades, CA Sep 2011 - Jun 2013 1
Candy Warehouse El Segundo, CA Sep 2011 - May 2012 < 1
Lighthouse Christian Academy Santa Monica, CA Jun 2011 - Nov 2011 < 1
Wheaton College Wheaton, IL Aug 2007 - May 2011 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Emily R. Benedetto
Phone Number: 888-422-2287
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,149
    MILLIONS
  • Total Number of Accounts
    5,395
    ACCOUNTS
  • Average Account Value
    $398,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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