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Emily Suzanne Reitan

FOUNDATIONS INVESTMENT ADVISORS LLC·PHOENIX, Arizona
SIE, Series 7, Series 24, Series 27, Series 99TOClean recordFOUNDATIONS INVESTMENT ADVISORS LLC
4050 E. COTTON CENTER BLVD., PHOENIX, AZ 85040CRD# 5209812Firm CRD# 175083

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emily Suzanne Reitan · PHOENIX, AZ
Registration
CRD #5209812 · FOUNDATIONS INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FOUNDATIONS INVESTMENT ADVISORS LLC
CRD 175083 · SEC 801-100512
AUM
$6.7B
Regulatory assets under management
Employees
240
48,764 client accounts
Services offered by FOUNDATIONS INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FOUNDATIONS INVESTMENT ADVISORS LLC →
Introduction

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Frequently Asked Questions

What services does Emily Suzanne Reitan offer?
Emily Suzanne Reitan specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Emily Suzanne Reitan's credentials?
Emily Suzanne Reitan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Suzanne Reitan located?
Emily Suzanne Reitan is based in PHOENIX, Arizona, working with FOUNDATIONS INVESTMENT ADVISORS LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Emily Suzanne Reitan charge for services?
Emily Suzanne Reitan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDATIONS INVESTMENT ADVISORS LLC?
FOUNDATIONS INVESTMENT ADVISORS LLC has approximately 240 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FOUNDATIONS INVESTMENT ADVISORS LLC

Daniel Clifford Biagini
PHOENIX, AZ
Ernest John C'debaca
PHOENIX, AZ

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