Emily Mao Sricharoenchaikit

Employer firm

Zen Wealth Advisors, LLC CRD 325679

$40.2M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• INSURANCE

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

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

Current Employers

Employment History

• 09/2013 → 03/2023
  Grimes And Company
  Westborough, MA
• 05/2013 → 03/2023
  Newedge Securities, Inc.
  Westborough, MA
• 02/2023 → Present
  Zen Wealth Advisors, Llc
  Marlborough, MA

Previous Registrations

• 2013-09-03 → 2023-03-20
  Grimes & Company
  Westborough, MA

Other Businesses

Independent licensed insurance agent. board member and investment committee member of the Worcester Business Development Corporation (WBDC).

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-29
• S63 Uniform Securities Agent State Law Examination
  2010-07-27

Designations

• Certified Financial Planner

Other Names

• Emily Sricharoenchaikit
• Emily Moore Sricharoenchaikit