A complete list of active advisors currently associated with EMA SMA LLC
Warmer can help you find a great advisor at EMA SMA LLC or one who fits your needs even better.
EMA SMA provides discretionary portfolio management and investment advisory services to qualified, high‑net‑worth clients. The firm advises on a range of instruments—including equities, fixed income, ETFs/ETNs, private placements and a stated emphasis on precious‑metal equities—and documents client objectives in an Investment Policy Statement with ongoing portfolio monitoring. The firm combines fundamental, technical, cyclical and charting analysis and employs both long‑ and short‑term strategies, including short sales, margin transactions and options. EMA SMA also uses performance‑based compensation for its client accounts, with a loss carryforward (high‑water‑mark) mechanism disclosed in its brochure, and seeks to allocate trading opportunities equitably across clients. EMA SMA is notable for its operational affiliations with other investment entities and private funds it sponsors, and principals’ roles in related investment and corporate activities; the brochure discloses the sale of interests in a private fund managed by affiliated entities and relationships with crypto fund entities. The firm’s use of borrowing and derivatives in managed accounts and its restriction to qualified clients distinguish it from many peers and are highlighted alongside its disclosed conflict‑management practices.
To learn more about the advisors currently working at EMA SMA LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse EMA SMA LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Sherborn, MA
| 5
| |
Naples, FL
| 5
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)