Elizabeth Ashley Zemak

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

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

• 07/2023 → 07/2024
  Rooted Planning Group
  Corning, NY
• 09/2017 → 04/2023
  Market Street Trust Company
  Portsmouth, NH
• 09/2012 → 09/2017
  John G. Ullman And Associates
  Horseheads, NY
• 10/2024 → 06/2026
  Newedge Advisors, Llc.
  New Orleans, LA
• 06/2026 → Present
  Newedge Advisors, Llc
  New Orleans, LA
• 07/2024 → 10/2024
  Self Employed
  Savona, NY

Previous Registrations

• 2023-11-14 → 2024-08-06
  Rooted Planning Group
  Corning, NY

Other Businesses

1. NewEdge Advisors, LLC - DBA Continuity Wealth Group; Investment related; Savona, NY; Start date 10/2024; 100 total hours; 100 trading hours; Investment Advisor Representative 2. School Board; Not Investment Related; Painted Post, NY; 501c3; President; 07/2023; 15 total hrs; 0 trading hrs; responsible for board leadership and governance

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-14