Emily Michele Pool

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 06/2022
  Ashford Advisors
  Atlanta, GA
• 08/2015 → 07/2017
  Capstone Financial
  Atlanta, GA
• 03/2018 → Present
  Guardian Life Insurance Company
  Atlanta, GA
• 10/2020 → 07/2021
  Park Avenue Securities
  Atlanta, GA
• 06/2022 → Present
  Park Avenue Securities
  Atlanta, GA
• 06/2024 → 03/2026
  Guardian Life Insurance Company
  Sandy Springs, GA
• 06/2024 → 03/2026
  Park Avenue Securities
  Sandy Springs, GA
• 03/2026 → Present
  Park Avenue Securities
  Boston, MA
• 03/2026 → Present
  Guardian Life Insurance Company
  Boston, MA

Other Businesses

Assetmark Operations Advisory Board-volunteer on an advisory committee to provide feedback related to Assetmark's operations and workflows. , Start: 09/01/2022, Address: 209 Aventine Lane Smyrna, GA 30082, 1 total hours per month 1 during securities trading hours, Not Investment related, No annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-22
• S63 Uniform Securities Agent State Law Examination
  2022-09-19

Other Names

• Emily Michele Pool
• Emily Pool
• Emily M Pool