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David Michael Emmes

PACIFIC EDGE ADVISORS, LLC·CORONA DEL MAR, California
Series 7, Series 8, Series 63, Series 65Clean record9 years registeredPACIFIC EDGE ADVISORS, LLC
2101 E. COAST HWY, SUITE 215, CORONA DEL MAR, CA 92625CRD# 2728826Firm CRD# 283628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Michael Emmes · CORONA DEL MAR, CA
Registration
CRD #2728826 · PACIFIC EDGE ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PACIFIC EDGE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC
Dec 2021 – Jul 2026
Newport Beach, CA
PACIFIC EDGE ADVISORS, LLC
Sep 2016 – Mar 2022
NEWPORT BEACH, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · September 28, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACIFIC EDGE ADVISORS, LLC
CRD 283628 · SEC 801-107861
AUM
$521M
Regulatory assets under management
Employees
3
229 client accounts
Services offered by PACIFIC EDGE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACIFIC EDGE ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Michael Emmes offer?
David Michael Emmes specializes in Financial Planning, Investment Management.
What are David Michael Emmes's credentials?
David Michael Emmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Emmes located?
David Michael Emmes is based in CORONA DEL MAR, California, last registered with PACIFIC EDGE ADVISORS, LLC.
How does David Michael Emmes charge for services?
David Michael Emmes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC EDGE ADVISORS, LLC?
PACIFIC EDGE ADVISORS, LLC has approximately 3 employees and manages $521M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC EDGE ADVISORS, LLC

Heidi Haines Benavidez
CORONA DEL MAR, CA

More Advisors in CORONA DEL MAR, California

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INNOVATE PARTNERS, LLC·CORONA DEL MAR, CA

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