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 31 states (or territories).
-
Total Assets Under Management176MILLION
-
Total Number of Accounts1,037ACCOUNTS
-
Average Account Value$169,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI
Zhi Ying Guan (CRD# 7000349) is an Investment Advisor Representative working at Emerson Equity LLC in Los Gatos, CA and has over 3 years of experience in the finance industry.
John Guilds (CRD# 2453002) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 9 years of experience in the finance industry.
James Hickey (CRD# 1505083) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 37 years of experience in the finance industry.
Sean Holland (CRD# 7845008) is an Investment Advisor Representative working at Emerson Equity LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
Patrick Jarrell (CRD# 7287532) is an Investment Advisor Representative working at Emerson Equity LLC in El Segundo, CA and has over 3 years of experience in the finance industry.
Germaine Ma (CRD# 6244749) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 10 years of experience in the finance industry.
Peter Marzo (CRD# 4716444) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 20 years of experience in the finance industry.
Robert McManus (CRD# 4227138) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 23 years of experience in the finance industry.
Ethan Russman (CRD# 4228081) 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.
Maximillian Shaulis (CRD# 7283721) 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.