Best Investors Account Sign in

Emily Freese Maunz

Equitable Advisors, LLC

Rochester, NY

Claim This Profile
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-10-04
  • NY RA
    APPROVED
    Since 2023-10-04

Branch Locations

765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • 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
Equitable Advisors, Llc New York NY 06/2021 Present
Paychex Rochester NY 01/2018 02/2021
Petsmart Webster NY 01/2015 01/2018
West Irondequoit Central School District Rochester NY 09/2013 Present
  • 06/2021 → Present
    Equitable Advisors, Llc
    New York, NY
  • 01/2018 → 02/2021
    Paychex
    Rochester, NY
  • 01/2015 → 01/2018
    Petsmart
    Webster, NY
  • 09/2013 → Present
    West Irondequoit Central School District
    Rochester, NY
Other Businesses

1) West Irondequoit Central School District - Musical Chorographer non-Investment - Rochester, NY - 9/15/2013 - Seasonal 15hrs/mth. 2) POA Father

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-03
S63 Uniform Securities Agent State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2023-10-03
  • S63 Uniform Securities Agent State Law Examination
    2021-11-04
Other Names
  • Emily Colleen Freese
  • Emmie Freese
  • Emily Freese

View on SEC IAPD

Other Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

More in Rochester, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor