Douglas Zator (CRD# 6321246) is an Investment Advisor Representative working at Emerson Equity LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity LLC | San Mateo, CA | Dec 2023 - Current | < 1 |
| Arkadios Wealth Advisers | Atlanta, GA | Jul 2023 - Dec 2023 | < 1 |
| Arkadios Capital | Atlanta, GA | Jul 2023 - Dec 2023 | < 1 |
| Perch Wealth | Irvine, CA | Nov 2021 - Dec 2023 | 2 |
| Emerson Equity,llc | San Mateo, CA | Nov 2021 - Jul 2023 | 1 |
| Great Point Capital, LLC | Chicago, IL | Nov 2020 - Nov 2021 | 1 |
| Cantor Fitzgerald & Company | Newport, CA | Nov 2018 - Nov 2020 | 2 |
| Cantor Fitzgerald Investment Advisors LP | Newport, CA | Nov 2018 - Nov 2020 | 2 |
| Jp Morgan Securities LLC | Chicago, IL | Apr 2017 - Oct 2018 | 1 |
| Unemployed | Oak Lawn, IL | Mar 2017 - Apr 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Jun 2016 - Mar 2017 | < 1 |
| Bank Of America, N.a. | Chicago, IL | Jun 2016 - Mar 2017 | < 1 |
| Metlife Securities | Downers Grove, IL | Aug 2014 - Jun 2016 | 1 |
| Unemployed | Oak Lawn, IL | Jun 2014 - Jul 2014 | < 1 |
| New York Life | Chicago, IL | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
| S63 | Uniform Securities State Law Examination | Oct 2014 |
- CA
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Total Assets Under Management176MILLIONS
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Total Number of Accounts1,037ACCOUNTS
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Average Account Value$169,886
- A percentage of assets under your management
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- Other
TX
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