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 1 - 10 of 65 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 28 years of experience in the finance industry.

2
Andrew C. Bagnall
CRD#: 4331728
155 Bovet Road, Suite 725, San Mateo, CA 94402

Andrew Bagnall (CRD# 4331728) 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.

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 25 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 17 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 10 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 13 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 23 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 5 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 10 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 19 years of experience in the finance industry.

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