Unclaimed Profile

Allan Michael Budelman

EMFO, LLC·WESTON, Florida

Series 7, Series 6625 years registeredEMFO, LLC

2700 SOUTH COMMERCE PARKWAY, WESTON, FL 33331CRD# 3210648Firm CRD# 289997

Profile Verification

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

Identity

Allan Michael Budelman · WESTON, FL

Registration

CRD #3210648 · EMFO, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CORIENT

Aug 2024 – present

EMFO, LLC

Nov 2017 – Aug 2024

WESTON, FL

EMERALD ALLOCATION STRATEGIES, LLC

Jun 2010 – Jul 2013

WESTON, FL

EMERALD ASSET ADVISORS LLC

Nov 2005 – Jul 2019

WESTON, FL

LOCKWOOD FINANCIAL SERVICES, INC

Oct 2000 – Dec 2003

WESTON, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 30, 2000

Years registered · 25

Disclosure History

2024Customer Dispute·Pending

2011Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EMFO, LLC

CRD 289997 · SEC 801-111928

AUM

$502M

Regulatory assets under management

Employees

274 client accounts

Services offered by EMFO, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EMFO, LLC →

Introduction

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Frequently Asked Questions

What services does Allan Michael Budelman offer?

Allan Michael Budelman specializes in Investment Management. Contact their office in WESTON, Florida for a consultation.

What are Allan Michael Budelman's credentials?

Allan Michael Budelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allan Michael Budelman located?

Allan Michael Budelman is based in WESTON, Florida, working with EMFO, LLC. Their office serves clients in the WESTON metropolitan area and surrounding communities.

How does Allan Michael Budelman charge for services?

Allan Michael Budelman's firm is compensated through subscription fees, other: family office services: flat fees/project fees/a la carte. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMFO, LLC?

EMFO, LLC has approximately 19 employees and manages $502M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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