Emerson Equity

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Description

  • 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, were 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 RELATIONSHIPSAt Emerson Equity, we have built valuable, long-standing strategic relationships with many of the industrys 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.
  • location

    Headquarters:7946 Ivanhoe Ave Ste 311, La Jolla, California, United States

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  • Emerson Equity phone

    Phone Number: +1 858-551-8970

  • Emerson Equity website

    Website: https://www.emersonequity.com

  • Emerson Equity employees

    Employees:62

  • Emerson Equity revenue

    Revenue:$10 - 50M

  • Emerson Equity legal name

    Legal Name:Emerson Equity

  • Emerson Equity's Social Media

    Emerson Equity linkedin Emerson Equity facebook Emerson Equity twitter
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  • |  NAICS Code: 522291  |

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CEO for Emerson Equity

Dominic Baldini

Founder, Chief Executive Officer, Chief Compliance Officer And Finop

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View Employees

Kathy Morrissey

Chief Operating Officer, Llc

Brooke Jones

Chief Administrative Officer

Matt Larson

Chief Business Officer

Terence Gishen

Vice President

David Gillimore

Vice President Wealth Management

Frequently Asked Questions regarding Emerson Equity

  • Where are Emerson Equity's Headquarters?

    Emerson Equity's Headquarters are in 7946 Ivanhoe Ave Ste 311,La Jolla,California,United States

  • What is Emerson Equity's phone number?

    Emerson Equity's phone number is +1 858-551-8970

  • What is Emerson Equity's official website?

    Emerson Equity's official website is https://www.emersonequity.com

  • What is Emerson Equity's Revenue?

    Emerson Equity's revenue is $10 - 50M

  • What is Emerson Equity's NAICS code?

    Emerson Equity's NAICS code is 522291

  • How many employees are working in Emerson Equity

    Emerson Equity has 62 employees

  • What is Emerson Equity's Industry?

    Emerson Equity is in the industry of Financial Services

  • Who is Emerson Equity's CEO?

    Emerson Equity's CEO is Dominic Baldini

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