EMERSON EQUITY LLC

SAN MATEO, California·5 registered advisors·CRD# 130032
SEC# 801-1208359650-312-0200
01

Firm Overview

AUM
$176M
Regulatory assets under management
Employees
222
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EMERSON EQUITY LLC

5 registered advisors
Dominic Julio Baldini
SAN MATEO, California
Jaclyn Deanne Strife
SAN MATEO, California
Kathleen Frances Morrissey
SAN MATEO, California
Sean Kristian Snyder
SAN MATEO, California
Timothy Evan Sullivan
SAN MATEO, California
05

Office Locations

SAN MATEO, California
5 advisors

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Data sourced from SEC Form ADV filings. EMERSON EQUITY LLC (CRD# 130032) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.