Emerson Equity LLC, Member FINRA/SIPC

Emerson Equity LLC, Member FINRA/SIPC

Financial Services 155 Bovet Rd. 123 employees
Employees
123
Contacts
4
Emails
4
Phones
3

Emerson Equity LLC, Member FINRA/SIPC Overview

Headquarters
155 Bovet Rd.
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
123
Founded
2003
Funding
100
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Emerson Equity LLC, Member FINRA/SIPC

Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and managed broker dealer services. As a leading boutique investment firm, we’re also a trusted partner, dedicated to remaining nimble and flexible in order to fully focus on the needs of our clients. At Emerson Equity, we understand that nothing takes the place of a firm's ability to deliver tangible results. That's why each of our clients works directly with an investment professional who draws on the firm's broad resources to tailor a specific products and services to fit their needs. Launched in 2003, Emerson Equity was founded with the vision of providing complete financial planning and highly personalized investment management services and inception-to-closing managing broker dealer services. Today, Emerson Equity continues to enjoy strong growth, with nearly 100 investment professionals in locations across the country -- from San Francisco, Silicon Valley, Los Angeles, Orange County and San Diego, to Dallas, Columbus, Ohio, and New York. We are a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Emerson Equity is also a registered Investment Advisor. STRATEGIC RELATIONSHIPS At Emerson Equity, we have built valuable, long-standing strategic relationships with many of the industry’s most successful and innovative firms – from large Wall Street banks and sponsor companies, to innovators in the areas of private placements and alternative investments. Contact us today at info@emersonequity.com or 650-312-0200 to schedule a consultation where we can discuss all your financial needs.

Emerson Equity LLC, Member FINRA/SIPC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Emerson Equity LLC, Member FINRA/SIPC Org Chart

Sample employees and titles
Name Title Contact
Matthew Shiveley, Cpa, Mba Registered Representative @ Emerson
Email Phone
Sean K. Snyder, Cfp® Family Office Professional
Email Phone
Myles Miller Investment Real Estate, 1031 Exchange
Email
Tim Sullivan
Email Phone

Employees by Management Level

Individual contributor 13 profiles
Executive 4 profiles

Department Contact Coverage

Department Contacts Email Phone
General 6 6 2
Executive 3 3 2
Finance 3 3 2

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