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CFP
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CFP

Emily Casey Rassam

Archer Investment Management
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Archer Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$308.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

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Emily Casey Rassam

Location

Austin, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Archer Investment Management
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Kestra Advisory Services, LLC
April 2018 - January 2022 · 3 yrs 9 mos
Kestra Investment Services, LLCBroker
April 2018 - January 2022 · 3 yrs 9 mos
Principal Securities, INC.Broker
October 2013 - February 2018 · 4 yrs 4 mos
Sage, Rutty & CO., INC.Broker
September 2007 - September 2013 · 6 yrs
Metlife Securities INC.Broker
August 2007 - August 2007 · 0 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

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Emily Casey Rassam
Emily Casey Rassam - Financial Advisor | TrueAdvisor