Emerald Investment Partners, LLC

Emerald Investment Partners, LLC (CRD# 169584) is a financial advisory firm headquartered in Cary, NC. They manage $102,640,000 in 364 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $281,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Pension consulting services
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.

FL, NC, SC, VA

Financial Advisors at Emerald Investment Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert A. Leggett
CRD#: 3192764
1225 Crescent Green, Suite 210, Cary, NC 27518
96
Wealthminder
score

Robert Leggett (CRD# 3192764) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 17 years of experience in the finance industry. Robert Leggett 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
Merlin C. Sorenson
CRD#: 5393457
1225 Crescent Green, Suite 210, Cary, NC 27518
96
Wealthminder
score

Merlin Sorenson (CRD# 5393457) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 8 years of experience in the finance industry.

3
James T. Price
CRD#: 5167517
1225 Crescent Green, Suite 210, Cary, NC 27518
93
Wealthminder
score

James Price (CRD# 5167517) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 9 years of experience in the finance industry.

4
Grier L. Rubeling
CRD#: 5398730
1225 Crescent Green, Suite 210, Cary, NC 27518
93
Wealthminder
score

Grier Rubeling (CRD# 5398730) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 7 years of experience in the finance industry.

5
William D. Brewer
CRD#: 4015156
1225 Crescent Green, Suite 210, Cary, NC 27518
87
Wealthminder
score

William Brewer (CRD# 4015156) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has 1 year of experience in the finance industry.

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