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).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $291,920
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
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.

CT, NJ

Financial Advisors at Emerald Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
David J. Boczar
CRD#: 1769659
Easton, CT
96
Wealthminder
score

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.

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