Emerson Equity LLC, Member FINRA/SIPC Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

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.

Find Emerson Equity LLC, Member FINRA/SIPC employees' phone numbers or email addresses

Emerson Equity LLC, Member FINRA/SIPC Global Highlights

Location
Employees

North America
119

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  • United States Of America
    119

Asia
2

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  • Israel
    2

Africa
1

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  • Egypt
    1

Emerson Equity LLC, Member FINRA/SIPC's Leadership

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    S. K. S.
    Chief Strategy Officer
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    C. J.
    Chief Process Officer
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  • Stylized image of a person
    B. J.
    Chief Administrative Officer (cao)
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  • Stylized image of a person
    C. J.
    Chief Process Officer
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    I. E. B.
    President
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    M. P.
    Partner
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    P. F.
    Sr. Vp 1031 Dst, Emerson Equity Llc, A Registered Broker-Dealer And Member Of Finra/Member Sipc
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  • Stylized image of a person
    R. R.
    Director Due Diligence
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Emerson Equity LLC, Member FINRA/SIPC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Emerson Equity LLC, Member FINRA/SIPC

Name
Title
Contact Info
Location
Last Update
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    M. C.
    Investment Banker, Registered Representative, Principal
    Phone icon
    United States
    Jul 25, 2024
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    M. K.
    Registered Representative
    Phone icon
    United StatesGeorgia
    Feb 02, 2026
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    M. N.
    Registered Representative Of Emerson Equity Llc, Member Finra And Sipc
    Phone icon
    United StatesNew York
    Nov 10, 2025
  • Stylized image of a person
    N. E.
    Registered Representative Of Emerson Equity Llc, Member Finra And Sipc
    Phone icon
    United StatesColorado
    Sep 12, 2025
  • Stylized image of a person
    Q. M.
    Registered Representative
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    United States
    Dec 18, 2025
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    M. F.
    Registered Representative
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    Sep 11, 2025
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    A. R.
    Commissions Associate
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    United StatesFlorida
    Oct 24, 2025
  • Stylized image of a person
    C. B.
    Registered Representative
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    United StatesNew York
    Aug 07, 2025
  • Stylized image of a person
    D. C.
    Registered Representative Of Emerson Equity Llc, Member Finra And Sipc
    Phone icon
    United StatesNorth Carolina
    Jan 13, 2026
  • Stylized image of a person
    D. M.
    Associate
    Phone icon
    United StatesArizona
    Oct 20, 2025

Frequently Asked Questions

What is Emerson Equity LLC, Member FINRA/SIPC known for?

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Emerson Equity LLC, Member FINRA/SIPC was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 155 Bovet Road Suite 725 San Mateo, California 94402 United States; you can contact the main corporate office by phone at . Explore Emerson Equity LLC, Member FINRA/SIPC's company overview page for more information.

What is Emerson Equity LLC, Member FINRA/SIPC's most common email format?

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Emerson Equity LLC, Member FINRA/SIPC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Emerson Equity LLC, Member FINRA/SIPC email formats with LeadIQ.

How many employees does Emerson Equity LLC, Member FINRA/SIPC have currently?

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Emerson Equity LLC, Member FINRA/SIPC has approximately 119 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaAfrica.

Who are Emerson Equity LLC, Member FINRA/SIPC's key employees and leadership?

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As of February 2026, Emerson Equity LLC, Member FINRA/SIPC's key employees include:

  • Chief Strategy Officer: S. K. S.
  • Chief Process Officer: C. J.
  • Chief Administrative Officer (cao): B. J.
  • Chief Process Officer: C. J.
  • President: I. E. B.

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