Unclaimed Profile

Sean Kristian Snyder

EMERSON EQUITY LLC·SAN MATEO, California

SIE, Series 7, Series 24, Series 63, Series 65, Series 79TOCFPClean record23 years registeredEMERSON EQUITY LLC

155 BOVET ROAD, SUITE 725, SAN MATEO, CA 94402CRD# 1860842Firm CRD# 130032

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sean Kristian Snyder · SAN MATEO, CA

Registration

CRD #1860842 · EMERSON EQUITY LLC · 23 years registered

Brand Profile

Not yet started

Career History

EMERSON EQUITY LLC

Oct 2025 – present

EMERSON EQUITY LLC

Nov 2012 – present

DBA ANGEL ROCK ADVISORS AND ANGEL ROCK FIDUCIARY PARTNERS

Mar 2016 – Dec 2023

TIBURON, CA

THREE BELL CAPITAL LLC

Oct 2013 – Nov 2015

LOS ALTOS, CA

STEIN ROE INVESTMENT COUNSEL, INC.

Apr 2003 – Jan 2007

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · April 29, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMERSON EQUITY LLC

CRD 130032 · SEC 801-120835

AUM

$176M

Regulatory assets under management

Employees

222

1,037 client accounts

Services offered by EMERSON EQUITY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EMERSON EQUITY LLC →

Introduction

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Frequently Asked Questions

What services does Sean Kristian Snyder offer?

Sean Kristian Snyder specializes in Financial Planning, Investment Management. Contact their office in SAN MATEO, California for a consultation.

What are Sean Kristian Snyder's credentials?

Sean Kristian Snyder holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sean Kristian Snyder located?

Sean Kristian Snyder is based in SAN MATEO, California, working with EMERSON EQUITY LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Sean Kristian Snyder charge for services?

Sean Kristian Snyder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMERSON EQUITY LLC?

EMERSON EQUITY LLC has approximately 222 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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