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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Zhi Ying Guan (CRD# 7000349) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 3 years of experience in the finance industry.
John Guilds (CRD# 2453002) is an Investment Advisor Representative working at Emerson Equity LLC in Park City, UT and has over 9 years of experience in the finance industry.
James Hickey (CRD# 1505083) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 37 years of experience in the finance industry.
Sean Holland (CRD# 7845008) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has 1 year of experience in the finance industry.
Patrick Jarrell (CRD# 7287532) is an Investment Advisor Representative working at Emerson Equity LLC in El Segundo, CA and has over 3 years of experience in the finance industry.
Germaine Ma (CRD# 6244749) is an Investment Advisor Representative working at Emerson Equity LLC in Irvine, CA and has over 10 years of experience in the finance industry.
Peter Marzo (CRD# 4716444) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 20 years of experience in the finance industry.
Robert McManus (CRD# 4227138) 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.
Ethan Russman (CRD# 4228081) is an Investment Advisor Representative working at Emerson Equity LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.
Maximillian Shaulis (CRD# 7283721) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 3 years of experience in the finance industry.