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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

EMILY SUSAN BOOTHROYD

Advisor at MERIT FINANCIAL ADVISORS

WILTON, CT | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:b8f342a7-e173-d11c-faa8-c9f82b448946

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 9, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 7, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 7, 2011
First registration: Sep 9, 2011
Dual registered: yes, broker-dealer
IAPD individual key: 5942142

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Nov 1, 2019	n/a	yes	WILTON, CT\|ALPHARETTA, GA	Current employment
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Dec 16, 2015	Nov 1, 2019	no	WILTON, CT\|MORRISTOWN, NJ	Previous registration
WESTPORT RESOURCES MANAGEMENT INC	Former SEC adviser	Dec 14, 2012	Dec 9, 2015	no	WESTPORT, CT	Previous registration
DELESSERT FINANCIAL SERVICES INC	Former SEC adviser	May 8, 2012	May 9, 2012	no	WALTHAM, MA	Previous registration
WEALTHSPIRE ADVISORS	Independent wealth	Sep 9, 2011	Oct 8, 2012	no	WESTPORT, CT\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE ADVISOR GROUP, LLC	MERIT FINANCIAL ADVISORS	Nov 1, 2019	Nov 1, 2019	0	Firm change	RIA to RIA
WESTPORT RESOURCES MANAGEMENT INC	PRIVATE ADVISOR GROUP, LLC	Dec 9, 2015	Dec 16, 2015	7	Firm change	Other
WEALTHSPIRE ADVISORS	DELESSERT FINANCIAL SERVICES INC	Oct 8, 2012	May 8, 2012	-153	Firm change after gap	Other
DELESSERT FINANCIAL SERVICES INC	WESTPORT RESOURCES MANAGEMENT INC	May 9, 2012	Dec 14, 2012	219	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
155216:142457:NJ:2019-11-01	Nov 1, 2019	Nov 1, 2019	MORRISTOWN, NJ	Firm change

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Nov 1, 2019 to presentfactForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Dec 16, 2015 to Nov 1, 2019factForm ADV
→ WESTPORT RESOURCES MANAGEMENT INCRegistered adviserregistration: previous registration
Dec 14, 2012 to Dec 9, 2015factForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Sep 9, 2011 to Oct 8, 2012factForm ADV
→ DELESSERT FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
May 8, 2012 to May 9, 2012factForm ADV

Dated events

No dated event names this entity yet.