Best Investors Account Sign in
Inactive

Emily Ladd Duran

Seven Post Investment Office LP

San Francisco, CA

CRD 5546854

Claim This Profile
Employer firm

Seven Post Investment Office LP CRD 157435

$9.61B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Seven Post Investment Office Lp

One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-01-02
  • CA RA
    APPROVED
    Since 2018-01-02

Branch Locations

One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman, Sachs & Co. San Francisco CA 07/2009 11/2017
Seven Post Investment Office Lp San Francisco CA 11/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-10
  • S66 Uniform Combined State Law Examination
    2013-01-10
Designations
  • Certified Financial Planner
Other Names
  • Emily Ladd Jackson
  • Emily Ladd Duran
  • Emily Duran

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor