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).
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Total Assets Under Management232MILLION
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Total Number of Accounts598ACCOUNTS
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Average Account Value$387,184
- 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
CA, CO, NC, NV, OH, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.