Maxwell
Luria
Emerson Equity LLC
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About this Advisor
Maxwell Luria is a financial advisor based in Scottsdale, Arizona, working with Emerson Equity LLC. Maxwell has previously held positions at Bank Of America Merrill Lynch, Us Bank, University Of Arizona, Fleming's Prime Steakhouse & Wine Bar, Pastiche Modern Eatery, Orange Grove Middle School + Catalina Foothills High School, Emerson Equity LLC, and Inspired Healthcare Capital. Maxwell has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Maxwell is part of Emerson Equity LLC, which operates out of Scottsdale, Arizona. The firm has 9 offices and 222 employees. The firm manages assets totaling $176.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Emerson Equity LLC includes asset-based, hourly, and fixed fees.
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Emerson Equity LLC Brokerage Details
$176,171,921
222
1,037
$169,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Maxwell Luria Work History
Emerson Equity LLC
Inspired Healthcare Capital
Bank Of America Merrill Lynch
Us Bank
Bank Of America Merrill Lynch
University Of Arizona
Fleming'S Prime Steakhouse & Wine Bar
Pastiche Modern Eatery
Orange Grove Middle School + Catalina Foothills High School
Disclosures
Please visit the SEC profile of Maxwell Luria to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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