Emerson Equity LLC

Emerson Equity LLC (CRD# 130032) is a financial advisory firm headquartered in San Mateo, CA. They manage $231,535,853 in 598 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    598
    ACCOUNTS
  • Average Account Value
    $387,184
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, NC, NV, OH, TX

Financial Advisors at Emerson Equity LLC
Showing 1 - 10 of 58 top financial advisors.
1
Erick Baer
CRD#: 2647074
155 Bovet Road, Suite 725, San Mateo, CA 94402

Erick Baer (CRD# 2647074) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 27 years of experience in the finance industry.

2
Andrew C. Bagnall
CRD#: 4331728
21900 Burbank Blvd., Third Floor, Woodland Hills, CA 91367

Andrew Bagnall (CRD# 4331728) is an Investment Advisor Representative working at Emerson Equity LLC in Woodland Hills, CA and has over 21 years of experience in the finance industry. Andrew Bagnall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dominic J. Baldini
CRD#: 3082081
155 Bovet Road, Suite 725, San Mateo, CA 94402

Dominic Baldini (CRD# 3082081) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 24 years of experience in the finance industry.

4
Darrach M. Bourke
CRD#: 5255413
155 Bovet Road, Suite 725, San Mateo, CA 94402

Darrach Bourke (CRD# 5255413) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 15 years of experience in the finance industry.

5
Zack S. Brough
CRD#: 5674690
155 Bovet Road, Suite 725, San Mateo, CA 94402

Zack Brough (CRD# 5674690) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 9 years of experience in the finance industry.

6
Joshua D. Chapin
CRD#: 5825638
155 Bovet Road, Suite 725, San Mateo, CA 94402

Joshua Chapin (CRD# 5825638) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 12 years of experience in the finance industry.

7
Ernesto A. Chavez
CRD#: 4315877
155 Bovet Road, Suite 725, San Mateo, CA 94402

Ernesto Chavez (CRD# 4315877) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 21 years of experience in the finance industry.

8
Wen Che
CRD#: 6911319
155 Bovet Road, Suite 725, San Mateo, CA 94402

Wen Che (CRD# 6911319) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 4 years of experience in the finance industry.

9
Fred Chen
CRD#: 5766069
9940 Research Drive Suite 200, Irvine, CA 92618

Fred Chen (CRD# 5766069) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 9 years of experience in the finance industry.

10
Yi Ping Chou
CRD#: 4882398
Sunnyvale, CA

Yi Ping Chou (CRD# 4882398) is an Investment Advisor Representative working at Emerson Equity LLC in Sunnyvale, CA and has over 17 years of experience in the finance industry.

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