Unclaimed Profile

Emily Dowden Zumo

ABEL HALL, LLC·BATON ROUGE, Louisiana

SIE, Series 7, Series 65Clean record6 years registeredABEL HALL, LLC

9270 SIEGEN LANE, BATON ROUGE, LA 70810CRD# 5971978Firm CRD# 302076

Profile Verification

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

Identity

Emily Dowden Zumo · BATON ROUGE, LA

Registration

CRD #5971978 · ABEL HALL, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ABEL HALL, LLC

ABEL HALL, LLC

Sep 2019 – Aug 2023

BATON ROUGE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · September 27, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABEL HALL, LLC

CRD 302076 · SEC 801-116674

AUM

$327M

Regulatory assets under management

Employees

519 client accounts

Services offered by ABEL HALL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ABEL HALL, LLC →

Introduction

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Frequently Asked Questions

What services does Emily Dowden Zumo offer?

Emily Dowden Zumo specializes in Financial Planning, Investment Management.

What are Emily Dowden Zumo's credentials?

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

Where is Emily Dowden Zumo located?

Emily Dowden Zumo is based in BATON ROUGE, Louisiana, last registered with ABEL HALL, LLC.

How does Emily Dowden Zumo charge for services?

Emily Dowden Zumo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABEL HALL, LLC?

ABEL HALL, LLC has approximately 7 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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