We’re a leading boutique investment firm with clients ranging from high net worth individuals and institutional investors, to sponsor companies that bring private placement offerings to market. We’re a trusted partner, dedicated to remaining nimble and flexible in order to fully focus on the needs of our clients.
At Emerson Equity LLC, 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.
As a full-service brokerage firm 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 more than 150 investment professionals in locations across the country.
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.
Emerson Equity’s Client Relationship Summary (Form CRS) provides an overview of the types of services that we offer, providing you with high-level information about fees, costs and conflicts of interest and how to obtain additional information about the firm.
Contact us today to schedule a consultation where we can discuss all your financial needs.