Emerson Equity LLC

Emerson Equity LLC (CRD# 130032) is a financial advisory firm headquartered in San Mateo, CA. They manage $176,171,921 in 1,037 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    1,037
    ACCOUNTS
  • Average Account Value
    $169,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Emerson Equity LLC
Showing 41 - 50 of 66 top financial advisors.
41
Wanwan Zhang
CRD#: 4774704
155 Bovet Road, Suite 725, San Mateo, CA 94402

Wanwan Zhang (CRD# 4774704) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 19 years of experience in the finance industry.

42
Kenneth C. Zupo
CRD#: 4509502
Antioch, CA

Kenneth Zupo (CRD# 4509502) is an Investment Advisor Representative working at Emerson Equity LLC in Antioch, CA and has over 21 years of experience in the finance industry.

43
Milan M. Baldini
CRD#: 7367499
155 Bovet Road, Suite 725, San Mateo, CA 94402

Milan Baldini (CRD# 7367499) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 2 years of experience in the finance industry.

44
Brett A. Bonecutter
CRD#: 7536791
9940 Research Drive Suite 200, Irvine, CA 92618

Brett Bonecutter (CRD# 7536791) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has 1 year of experience in the finance industry.

45
Gabriel D. Candea
CRD#: 5531840
Santee, CA

Gabriel Candea (CRD# 5531840) is an Investment Advisor Representative working at Emerson Equity LLC in Santee, CA and has over 2 years of experience in the finance industry.

46
Bradley O. Davidson
CRD#: 5142256
155 Bovet Road, Suite 725, San Mateo, CA 94402

Bradley Davidson (CRD# 5142256) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 5 years of experience in the finance industry.

47
Bryce B. Emo
CRD#: 3103711
Mill Valley, CA

Bryce Emo (CRD# 3103711) is an Investment Advisor Representative working at Emerson Equity LLC in Mill Valley, CA and has over 2 years of experience in the finance industry.

48
Phillip Falk
CRD#: 2372997
155 Bovet Road, Suite 725, San Mateo, CA 94402

Phillip Falk (CRD# 2372997) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 30 years of experience in the finance industry.

49
Steven E. Germany
CRD#: 7441374
155 Bovet Road, Suite 725, San Mateo, CA 94402

Steven Germany (CRD# 7441374) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 2 years of experience in the finance industry.

50
Michael J. Ghirardo
CRD#: 7314050
155 Bovet Road, Suite 725, San Mateo, CA 94402

Michael Ghirardo (CRD# 7314050) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 3 years of experience in the finance industry.

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