EM
Emily Mears
from Crestone Asset Management LLC
Emily Mears is a financial advisor based in Colorado, Boulder,
with 13 years of experience. Emily currently works for
Crestone Asset Management LLC.
Emily maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Emily Mears works at Crestone Asset Management LLC
Crestone Asset Management LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $3,429,185,971 of assets under management and employs about 56 people. Crestone Asset Management LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
1048 Pearl Street, Suite 450, Boulder, Colorado, 80302
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting