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).
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Total Assets Under Management176MILLION
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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
- 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
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Forrest James (CRD# 1263114) 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.
Matthew Larson (CRD# 7031272) 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.
John Ledesma (CRD# 2379751) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 30 years of experience in the finance industry.
Christopher Miller (CRD# 4044818) is an Investment Advisor Representative working at Emerson Equity LLC in Tustin, CA and has over 24 years of experience in the finance industry.
Kathleen Morrissey (CRD# 1771747) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 22 years of experience in the finance industry.
Scott Ozer (CRD# 1009252) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 39 years of experience in the finance industry.
Sagar Parikh (CRD# 5397628) is an Investment Advisor Representative working at Emerson Equity LLC in Tustin, CA and has over 15 years of experience in the finance industry.
Daniel Pisenti (CRD# 1782562) is an Investment Advisor Representative working at Emerson Equity LLC in San Rafael, CA and has over 32 years of experience in the finance industry.
Gregory Ritter (CRD# 3087358) 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.
Gregory Scott (CRD# 6913088) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 5 years of experience in the finance industry.