Emerald Wealth Advisors
Emerald Wealth Advisors (CRD# 146836) is a financial advisory firm headquartered in Westport, CT. They manage $28,900,125 in 99 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$291,920
- 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
David Boczar (CRD# 1769659) is an Investment Advisor Representative working at Emerald Wealth Advisors in Easton, CT and has over 27 years of experience in the finance industry. David Boczar 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.