Unclaimed Profile

Emily Rose Zerbato

DOWLING & YAHNKE, LLC·SAN DIEGO, California

Series 65Clean record8 years registeredDOWLING & YAHNKE, LLC

12265 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 6942041Firm CRD# 107672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Emily Rose Zerbato · SAN DIEGO, CA

Registration

CRD #6942041 · DOWLING & YAHNKE, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DOWLING & YAHNKE, LLC

CORIENT

Sep 2022 – Sep 2023

San Diego, CA

DOWLING & YAHNKE, LLC

Mar 2022 – Mar 2023

SAN DIEGO, CA

LIFEPRO ASSET MANAGEMENT

Aug 2018 – Nov 2020

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 12, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOWLING & YAHNKE, LLC

CRD 107672 · SEC 801-29274

AUM

$6.1B

Regulatory assets under management

Employees

4,834 client accounts

Services offered by DOWLING & YAHNKE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing 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 DOWLING & YAHNKE, LLC →

Introduction

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Frequently Asked Questions

What services does Emily Rose Zerbato offer?

Emily Rose Zerbato specializes in Financial Planning, Investment Management.

What are Emily Rose Zerbato's credentials?

Emily Rose Zerbato is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Emily Rose Zerbato located?

Emily Rose Zerbato is based in SAN DIEGO, California, last registered with DOWLING & YAHNKE, LLC.

How does Emily Rose Zerbato charge for services?

Emily Rose Zerbato's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOWLING & YAHNKE, LLC?

DOWLING & YAHNKE, LLC has approximately 56 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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