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Emily Ladd Duran

Seven Post Investment Office LP

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About Emily Ladd Duran

Emily Ladd Duran is a financial advisor based in San Francisco, California. Emily is a Certified Financial Planner and has over 8 years of experience in the financial services industry. Emily is registered as an Investment Advisor Representative in California and holds the Series 66, Series 7, and SIE licenses. Emily is currently employed by Seven Post Investment Office LP. Prior to joining Seven Post Investment Office LP, Emily worked at Goldman Sachs & Co. LLC in New York.

Firm Information

Emily Duran is currently registered with Seven Post Investment Office LP. Seven Post Investment Office LP is an investment advisory firm located in SAN FRANCISCO, CA. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and investment consulting services. They manage approximately $7.5 billion in assets for a variety of clients, including high-net-worth individuals, private endowments, and charitable organizations.
Seven Post Investment Office LP

ONE MONTGOMERY STREET

SAN FRANCISCO, CA 94104-4505

$7.49B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Emily Duran’s Registration & Firm History

CA

01/02/2018 - Present

Seven Post Investment Office LP (SAN FRANCISCO CA)

NY

11/30/2012 - 12/12/2017

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/10/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Ladd Duran.
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