Emerald Asset Advisors LLC

Emerald Asset Advisors LLC (CRD# 107935) is a financial advisory firm headquartered in Weston, FL. They manage $277,691,220 in 622 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $446,449
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, LA, NH

Financial Advisors at Emerald Asset Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kristof S. Lewicki
CRD#: 2714690
2843 Executive Park Drive, Weston, FL 33331
96
Wealthminder
score

Kristof Lewicki (CRD# 2714690) is an Investment Advisor Representative working at Emerald Asset Advisors LLC in Weston, FL and has over 19 years of experience in the finance industry. Kristof Lewicki 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.

2
Robert Levin
CRD#: 2713527
2843 Executive Park Drive, Weston, FL 33331
93
Wealthminder
score

Robert Levin (CRD# 2713527) is an Investment Advisor Representative working at Emerald Asset Advisors LLC in Weston, FL and has over 20 years of experience in the finance industry.

3
Troy C. Sorel
CRD#: 5685101
2843 Executive Park Drive, Weston, FL 33331
90
Wealthminder
score

Troy Sorel (CRD# 5685101) is an Investment Advisor Representative working at Emerald Asset Advisors LLC in Weston, FL and has over 4 years of experience in the finance industry.

4
Allan M. Budelman
CRD#: 3210648
2843 Executive Park Dr., Weston, FL 33331
83
Wealthminder
score

Allan Budelman (CRD# 3210648) is an Investment Advisor Representative working at Emerald Asset Advisors LLC in Weston, FL and has over 17 years of experience in the finance industry.

5
Scot L. Hunter
CRD#: 1312071
2843 Executive Park Drive, Weston, FL 33331
71
Wealthminder
score

Scot Hunter (CRD# 1312071) is an Investment Advisor Representative working at Emerald Asset Advisors LLC in Weston, FL and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.