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Senior Financial Planner · Archer Investment Management

Emily C. Rassam

CRD 5365217 · Named on Form ADV at one SEC-registered adviser

At a glance

Archer Investment Management, an SEC-registered wealth manager with $371 million in regulatory assets, lists Emily C. Rassam on its Form ADV as Senior Financial Planner.

Firms and roles

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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard J. ArcherPresident and Chief Compliance Officer, Archer Investment Management

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.