Owner, Financial Advisor · Somerset Advisory, LLC
Emily S. Lassiter
CRD 7277248 · Named on Form ADV at one SEC-registered adviser
At a glance
Somerset Advisory, LLC, an SEC-registered asset manager based in Birmingham, AL with $0 in regulatory assets, lists Emily S. Lassiter on its Form ADV as Owner, Financial Advisor, a control person.
Firms and roles
- Somerset Advisory, LLCOwner, Financial AdvisorAsset manager · Birmingham, AL · $0M in regulatory assets
AtlasMembers
Emily’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Lauren S. PearsonChief Executive Officer, Somerset Advisory, LLC
- Lydia D. MooreChief Compliance Officer, Somerset Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Emily’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.